Article
April 29, 2026
Hybrid Capital Is Moving to the Center of Credit
As hybrid capital moves into focus, we believe the key question is not where you sit in the capital structure, but what you are lending against. This letter outlines our Credit strategy’s focus on real assets, capital solutions, and cash flow–driven value in a shifting market environment.
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August 14, 2026
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Newsletters
From the growing importance of energy security to insights from our team, portfolio milestones, and perspectives on the markets shaping the energy transition, this month’s newsletter highlights the forces driving competitiveness and resilience across the global economy.
August 6, 2026
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Article
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.
July 27, 2026
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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.
