Q1 2026 Market Commentary: Scenarios, Narratives, and Reality

At the start of 2025, we outlined our thematic focus across climate adaptation, resource scarcity, energy addition infrastructure, and energy efficiency. These themes were selected to align with long-term system pressures around energy demand, infrastructure constraints, and resilience, rather than short-term policy narratives.

Sometimes, we are asked why we focus on climate-related investments at a time when AI-driven demand is accelerating, and climate ambition and policy appear to be retreating in the U.S. We do not view these forces as competing. In many cases, rising electricity demand from AI and digital infrastructure reinforces the same system-level constraints around energy, infrastructure, and reliability that underpin our climate investment themes.

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