Article
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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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.
