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March 25, 2026

Barron’s: Not All AI Infrastructure is Created Equal

In an op-ed for Barron’s, Galvanize Global Equities CIO Seth Kirkham argues that while the buildout of the AI economy is accelerating, investment outcomes will hinge on where scarcity drives value.

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New Private Markets: Real estate climate funds: who manages them, what makes them unique, and why now is the time to launch one

The few managers that have developed strategies focused on real estate decarbonization are benefitting from significant market tailwinds.
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From the changing economics of energy infrastructure to recent investments, portfolio milestones, and perspectives from our team, this month's newsletter highlights the ideas and developments shaping the next phase of the global economy.
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Acquisition builds on Galvanize’s existing portfolio across the Northeast, Mid-Atlantic and Midwest