Heading into 2026, we believe that capital will continue rotating toward physical systems that sustain growth: energy, infrastructure, and resilience. As this shift unfolds, the market will continue to price thematic assets that are the core of our investment philosophy.
We believe that the next phase of diversification lies in the real economy—assets that produce, transmit, and store value rather than model it. Climate Adaptation and Energy Addition are not marginal themes; they are becoming the structural backbone of portfolio resilience. Our goal for 2026 is simple: own the systems that the economy needs to build, and avoid the ones borrowing against an uncertain future.
This quarter, Jeff and Adam will also be joined by David Brown, Managing Director at J.P. Morgan Asset Management.
Please watch the replay where we highlight what we feel are the most important current events and indicators influencing our view on the economy, markets, and climate issues.
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