June 2026 Newsletter

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June 11, 2026

June 2026 Newsletter

AI, electrification, and industrial reinvestment are accelerating a new capital cycle. In this month's newsletter, we explore the implications for private credit, nuclear energy, real estate, and the companies building the infrastructure behind the next economy.

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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

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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 15, 2026

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Newsletters

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.

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