Insights
Infrastructure and real assets
Infrastructure and other real assets are physical, often contracted, and tied to long-term demand rather than market sentiment. This collection explains how these investments work and where advisors are seeing them in private markets today. It covers the power grid and the interconnection queue, renewable infrastructure, the data center and energy buildout behind AI, farmland, and how real assets fit alongside a traditional portfolio.
Posts
11 posts
America's Power Grid Wasn't Built for This
How grid interconnection works, why the queue has grown so quickly, and the forces behind the interconnection capital opportunity.
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Powering the AI Revolution: Private Market Paths Beyond the Public Equity Trade
Explore how advisors can access the AI revolution beyond public equities through private market infrastructure, power, storage, interconnection, and venture exposure.
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The Infrastructure Behind the Energy Transition: Unlocking the Grid with Interconnection Capital
Listen to a discussion on the emerging opportunity of interconnection capital—a short-duration strategy designed to address critical grid bottlenecks while offering structural downside protection through regulatory refundability
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Guide to Interconnection Capital
As grid access becomes a critical constraint in power development, understanding interconnection capital matters more than ever. A closer look at the infrastructure, regulatory structure, and capital dynamics shaping this emerging opportunity.
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The Hidden Infrastructure Behind the Power Surge
Discover why surging power demand, aging grids, and interconnection bottlenecks are reshaping energy infrastructure, and how these dynamics are creating new opportunities across private markets.
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How a Renewable Infrastructure Allocation Can Bolster Investment Portfolios
Explore why Renewable Infrastructure is being utilized by more investors to bolster clients' portfolios
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Why Invest in Farmland
Learn why farmland is an overlooked gem in the investment landscape with the potential for solid returns, stability, and resilience.
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The Case for Renewable Infrastructure
Discover why renewable infrastructure presents a compelling investment opportunity with stable cash flows, policy tailwinds, and growing demand for clean energy.
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Why is renewable infrastructure a compelling and defensive asset class?
Learn why many investors are adding renewable infrastructure for diversification as well as compelling risk and return characteristics.
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How To Diversify Your Portfolio With Real Asset Investments
These assets can provide significant value to investors’ portfolios through increased diversification and lower risk given their underlying characteristics.
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Guide to Investing in Real Assets
Real assets can provide significant value to investors portfolios through increased diversification and lower risk given their underlying characteristics.
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