The Infrastructure Debt Boom: Why Institutional Investors Are Financing the Assets Behind AI and the Energy Transition
The next phase of the AI boom is not being built only in server racks. It requires data centers, electricity generation, transmission networks, storage systems and other physical infrastructure and those assets need enormous amounts of capital. That is creating a financing opportunity beyond technology stocks and infrastructure equity. The infrastructure debt boom is emerging […]
The Global Race for Copper Assets: Why Investors Are Betting on Electrification
The next phase of the global energy transition will be determined by more than technology and capital. It will depend on whether the physical resources required to build a more electrified economy can be developed quickly enough. That is turning copper assets into an increasingly strategic part of the investment landscape. Power grids, renewable generation, […]
