Insights.
Perspectives from our investment teams on the forces shaping energy, intelligence and private capital.
The Agentic Decade
Why autonomous AI will be the defining value-creation lever in private equity — and what it demands of owners.
Baseload for the Intelligence Age
Artificial intelligence has made firm, clean power the scarcest input in the economy. Nuclear energy is re-entering the centre of the investment conversation.
Patient Capital and the Energy Transition
The world’s largest capital reallocation will reward investors who can think in decades. Notes on owning the grid of the future.
Power-to-Compute: A New Asset Class
Data centres are becoming energy projects. The investors who can underwrite both will define the next generation of digital infrastructure.
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