The physical economy: Investing through a changing energy landscape
Energy security, physical climate risk and demand from electrification and AI are reshaping opportunities for long-term investors.
Articles & Reports
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The physical economy: Investing through a changing energy landscape
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How long-term investors are navigating a wider range of outcomes
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Behind the deal with Jim Sikora: Metals and Mining Royalties
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Milken 2026: Moving from thematic conviction to execution advantage
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How private equity is adapting to create value
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Advancing reconciliation through partnership and action
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Investing into the next great AI shift
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Realizing value from airport investments
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Portfolio insights
Explore how we partner with our portfolio companies to help them grow.