Data Centers, AI and the Evolving Energy Landscape
You can't just flip the switch. As artificial intelligence (AI) continues to reshape industries and redefine technological capability, it is also poised to become one of the most significant drivers...
Challenging Headlines Abound for “Cleantech 2.0” – As Opportunities Persist
Market cycles of euphoria followed by the inevitable hangover are not new for investors – but some headaches are sharper than others, the worst of which can blur one’s vision the morning after.
Keeping the Lights On - The Outlook for American Power
The historically staid market for power generation is having a very public moment right now, particularly in the United States. Operating as a set of regional grids, these power markets are straining...
Inflation Reduction Act: Catalyst for U.S. Domestic Solar Manufacturing
In the context of rising resource security concerns amid the energy transition, legislators and regulators across the developed West are making a concerted effort to re-orient resource supply chains....
Investing in the Sustainable Evolution of the Industrial Ecosystem
CF Private Equity’s Real Assets and Sustainability team recently hosted a fireside chat webinar with the Noveon Magnetics CEO, Scott Dunn. Preceding this conversation was a brief overview of CF...
Investing into Energy Security
On February 24, 2022, Russia fired the first shots of its unprovoked invasion of Ukraine, setting off a cascade of global changes that systemically altered the world order. The horrific humanitarian...
Impact Investing Trends - A Market Matures
Investment strategy influenced by altruistic intentions – broadly, impact investing – has long held sway in a small number of portfolios. Historically, impact investing has failed to gain significant...
Real Assets and Sustainability Investing Post-2024 Election