July 2026 Newsletter

Newsletters

July 15, 2026

July 2026 Newsletter

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.

VIew PDF

READ THE FULL ARTICLE

Back to News

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.

July 22, 2026

|

Article

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.

July 9, 2026

|

Press Release

Galvanize Real Estate Strategy Expands to Boston With Acquisition of Three-Property Industrial Portfolio

Acquisition builds on Galvanize’s existing portfolio across the Northeast, Mid-Atlantic and Midwest

Newsletters