Falling Iguanas, Solar Coaster, and the Senator with the Snowball

In the latest update from Redwood Grove, we look at the alarming rise in global temperatures, the market’s short-term focus with renewable energy stocks experiencing a significant sell-off, and discuss the increasing attention on the economics of climate change and the importance of a long-term view.

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Climate Change’s Inflationary Impact on Food

In this quarterly update, Redwood Grove looks at how climate change impacts food production: altering flavor profiles, complicating growing conditions and disrupting supply chains. Examining climate change’s inflationary impact on food, we discuss a new addition to our portfolio, International Flavors and Fragrances (IFF) and the continued role of flavoring companies as food manufacturing adapts to new climate challenges.

May 9, 2024

The Rise of Custom Packaging and The Habitual Present Tense

Redwood Grove Capital explores the environmental impact of plastic packaging and the growing concern around waste. We highlight our investment in Westrock, a leading cardboard manufacturer, aligning with the global shift towards eco-friendly packaging solutions.

October 30, 2023

The Hottest Day on Earth and the Weather Roulette Wheel

Our latest update addresses the alarming reality of Earth’s hottest day on record, and the impact of extreme weather events. We discuss Generac as an opportunity to adapt to the growing challenges posed by climate change, while introducing NextEra Partners as a strategic addition to the portfolio for its focus on clean energy projects.

July 21, 2023

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