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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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Bisnow explores how climate risk data is becoming a core input for commercial real estate investing, with Galvanize’s Joseph Sumberg highlighting how better analytics can help investors identify opportunities, not just avoid risk.
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Whitepaper
The Return of Energy Security: Why Competitiveness Is Becoming the Primary Driver of the Energy Transition
As energy security, industrial policy, and technological progress converge, Seth Kirkham explores why reliable electricity is becoming a defining source of economic competitiveness—and where investors may find opportunity as a result.