Insights - Category

Europe’s solar market contracted in 2025 for the first time in a decade. A major listed fund reported a 20% NAV decline. And yet serious institutional capital just committed €100 million to co-located solar and storage. The market is not broken. It is splitting in two. Here is what that…

Portugal generated 68% of its electricity from renewables in 2025. That same year, 47 million people lost power for sixteen hours. The blackout did not happen because the transition was failing. It happened because the infrastructure to manage success was not there. Here is what that means for investors paying…

The EU has just committed €25 billion to Mediterranean renewable energy infrastructure. That is the headline. But the story underneath it, about grid bottlenecks, storage gaps and where serious capital is now being directed, is the one that matters more for investors thinking about the next decade….

I grew up in a world where the safe havens were obvious. Gold in times of crisis. Sovereign debt when equity markets turned. Prime property in stable cities. These were the anchors that serious private wealth returned to when the world felt uncertain. I still respect those anchors. But I…