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.

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

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.