VideoFrom Land to Power: The Ramacca Solar Farm
Ramacca demonstrates the key elements of Sosteneo’s strategy: construction-ready entry, investment in physical infrastructure, active value creation and the development of long-term contracted revenues.
White papersSting Remains in the Tail, Even as Debt Funding Gap is Getting Bridged
Higher interest rates are back in focus, as central banks have raised policy rates in response to inflation exceeding targets, amid elevated energy prices linked to the conflict in the Middle East.
White papersFrom geopolitical shocks to structural repricing
Geopolitical disruption is no longer episodic, the authors argue. As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors face the challenge of identifying markets still pricing in stability.
White papersFive charts to consider if worried about rising rates
Bond yields have been rising again. While today’s environment may be inducing some flashbacks to 2022, investors should consider a broader historical context when facing a fresh period of rising rates.
White papersFinding opportunities amid higher rates, AI disruption, and market concentration
Investors today are being challenged from all sides. Interest rates remain elevated, policy uncertainty and geopolitical shocks are clouding the outlook, and artificial intelligence is reshaping markets while intensifying concentration risk. These aren’t abstract concerns or distant possibilities; they’re forces unfolding in real time, changing how investors assess risk and identify opportunities. Four investment leaders recently gathered in New York City to discuss what has changed, where risks may be mispriced, and how they are navigating a market that’s only growing more complex.
White papersAI financing: Bubble, breakthrough or the next fixed income supercycle?
AI represents a major investment cycle with distinctive financial foundations. In this paper, fixed income portfolio manager Sandro Lazzarini and analyst Theo Pan compare current AI financing to previous cycles and ask whether it could represent the next supercycle for bonds.
White papersRethinking emerging markets: Diversification and growth opportunities in equities and fixed income
Growing global uncertainty around company valuations, monetary policy and business cycles is prompting investors to rethink their asset-allocation strategies – and emerging markets (EM) may be well positioned to benefit. Across EM, a number of factors are combining to create potentially compelling diversification opportunities in both equities and fixed income.
White papersUnified Global Alternatives – Hedge Fund Bulletin
Monthly Hedge Fund Update – September 2026: Risk assets generated mixed performance in September. During the month, the shifting expectations for US interest rate policy, heightened uncertainty in the Middle East and a strong US Dollar provided headwinds for markets.
White papersRe-imagining value-add real estate: How energy is reshaping European logistics
The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonising energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and power becomes increasingly constrained, reducing energy demand is creating a new source of value within real estate.
White papersDividends shine as tech cools
Markets are no longer convinced by AI spending alone. Investors now want evidence of cash flow and profitability. This is driving rotation into attractively priced, dividend-generating sectors that can also enhance diversification.
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