What we have been framing as climate adaptation and resilience investments are increasingly becoming necessary capacity-building systems for a digitized, electrified, and multipolar world.
We believe that leaning into second-order exposure and companies that are providing the infrastructure to AI, as opposed to just supporting AI's front-end, can not only protect portfolios today, but also provide for what comes next.
AI and industrial policies are demanding infrastructure at scale. Energy systems are no longer being optimized, they’re being overhauled. The increased need for both fossil fuels and renewables are rising, while water, metals, and supply chain localization are driving returns under real-world constraints.
This quarter’s webinar will also feature a fireside chat between Jeff and Ben Cooke, Portfolio Manager, Natural Resource Strategies at KBI Global Investors, examining how Europe’s commitment to climate infrastructure has yielded early alpha, and also offers a timely mirror to the U.S., where the AI-driven scramble for power, industrial policy momentum, and mounting fiscal pressures are converging into a new investment regime.
Please watch the replay where we highlight several of the most important current events and economic indicators influencing our view on the economy, markets, and climate related issues.
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