Energy

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Article
9 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Finding climate investment opportunities amid shifting US policy

We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.

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9 min
Article
2026-09-25
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
6 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Growth vs stability: do infrastructure investors really have to pick a side?

There’s a buzz around infrastructure at the moment. But do listed infrastructure investors really have to invest in cyclical businesses in order to benefit from structural tailwinds? Tom Levering and Joy Perry explore another way.

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6 min
Article
2026-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
7 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

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7 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
7 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Wiring the future: Emerging tech for the transmission-grid build-out

Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations.

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7 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
10 min
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating AI resource demands: Strategies for sustainable data center operations

AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.

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10 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Article
2 min
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What’s next after Iran’s missile attack on Israel?

Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.

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2 min
Article
2025-10-02
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.