Up view of Coal Burning Power Plant Cooling Tower

Insights

Our insights into investment themes across our businesses and where we see opportunities to create value over the long term.

All insights

White Paper
Craig Noble, Robert O’Leary, Armen Panossian
Aug 2026

Accessing the next layer of private credit

How specialization can provide an investment edge in private credit
White Paper
Gayle Miller, Kelly Goddard
Jun 2026

From speed to scale: The next decade of power

Diversifying the energy landscape will unlock the future of growth.
Commentary
Jun 2026

Midstream infrastructure: Essential assets in an undersupplied energy system

Widely viewed as a sector in decline only a few years ago, midstream infrastructure is benefiting from stronger demand, renewed investment and expanding opportunities to both acquire and monetize assets.
Commentary
May 2026

How constraints are shaping data infrastructure

In data infrastructure, connectivity—and the constraints around it—is increasingly determining which assets can be built, scaled and able to deliver durable returns
Case Study
May 2026

Reducing Emissions Through Innovation
Case Study
May 2026

Community Collaboration Strengthens Biodiversity Management at Isagen and Neoen

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Sustainability Report 2024