What Kind of Private Credit Do You Own?

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March 6, 2026

What Kind of Private Credit Do You Own?

As private credit moves from quiet compounding to front-page scrutiny, investors face two converging forces: liquidity concerns and AI-driven disruption. This piece examines how underwriting assumptions, collateral structure, and exposure to recurring software revenue may evolve in a rapidly changing economy — and why asset-backed infrastructure may prove more durable in the age of AI.

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March 25, 2026

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Barron’s: Not All AI Infrastructure is Created Equal

In an op-ed for Barron’s, Galvanize Global Equities CIO Seth Kirkham argues that while the buildout of the AI economy is accelerating, investment outcomes will hinge on where scarcity drives value.

March 19, 2026

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The Market for Growth Credit and Hybrid Capital

As the energy transition shifts from innovation to large-scale buildout, a new market is emerging for growth credit and hybrid capital. This piece outlines the opportunity in growth credit and hybrid capital to finance companies in the critical scale-up phase, where assets are tangible but traditional debt remains out of reach.

March 16, 2026

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March 2026 Newsletter

From the $370 million close of Galvanize Real Estate Fund I to breakthroughs in geothermal, AI infrastructure, and nuclear energy, this month’s update explores how capital and technology are accelerating the buildout of the climate economy.

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