Section
Electrification
14 posts
Defense, Space, and the Rise of the Neo Prime
Kirsten Bartok Touw, co-Founder and Managing Partner at New Vista Capitall, on investing at the intersection of geopolitics, technology, and private markets.
The AI Buildout's Hidden Balance Sheet: What to Know About Data Center Finance
Stijn Van Nieuwerburgh, professor of real estate at Columbia Business School, presented a landmark analysis of the AI…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
The Real Constraint Is Power
When the GPU conversation ends, the electricity conversation begins.
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
Energy Beyond the Crisis: Seven Themes to Watch
by Jeff Scott Wyll, Senior Research Analyst & Ronald B. Silvestri, Senior Research Analyst, Neuberger Energy security, restocking…
The Upsidedown: Whitney Baker's Case That the AI Bubble Is Already Collapsing Under Its Own Weight
A liquidity contraction is underway. The financial engineering holding the AI buildout together is beginning to fray. And…
Beyond Silicon Valley: Where AI Value Is Really Created
by Divya Mathur, Managing Director, Portfolio Manager, Emerging Markets, Franklin Templeton Key Takeaways We believe the AI opportunity…
The Charge Is On: Electric Cars Are Reshaping the World, Whether the World Is Ready or Not
A 2026 energy crisis, triggered by conflict in the Middle East, has done something no policy paper could…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
The Electricity Tipping Point & the Next Energy Boom
by Lucas White, Portfolio Manager, GMO LLC Introduction Electricity demand is surging all over the world. To meet…
Is America Energy Rich, Power Poor?
by Ed d'Agostino, Mauldin Economics Water, water, everywhere, nor any drop to drink." — Samuel Taylor Coleridge, The…
When Power Becomes the Bottleneck
The electricity powering the AI revolution may be the most important commodity no one can get fast enough.…
How to Invest Smarter in the Race for Electrification
by David Wheeler, CFA,, Ian McNaugher, CFA,, Jayme Lisiewski, Patrick O'Connell, CFA, AllianceBernstein While opportunities abound across the energy value chain,…