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.

The few managers that have developed strategies focused on real estate decarbonization are benefitting from significant market tailwinds.

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.