STORIES OF TRANSFORMATION: This year’s military conflicts have caused disruption across energy markets, both challenging and reinforcing the investment case for fossil fuels. Infrastructure investors now need to separate the long-term trends from the short-term fluctuations.

STORIES OF TRANSFORMATION: To meet the compute demands of AI companies, data centre construction is surging. Private capital is playing a key role in financing that buildout: but just as new projects are on the rise, so is public opposition.

STORIES OF TRANSFORMATION: Reducing the dependence of energy grids on fossil fuels means ensuring renewables can provide the grid with power when it is needed, not just when it is being generated. Some zero-emission sources can already run continuously, such as nuclear and geothermal, but others cannot.

STORIES OF TRANSFORMATION: Commercialising social impact investment means ensuring that the economic incentives exist for firms to align their actions with the goals of society. That’s the objective of Better Society Capital.

STORIES OF TRANSFORMATION: As demand grows for a reliable base load of zero carbon electricity, nuclear has come back into the picture. After years of stagnation, investors and governments are now looking to expand existing capacity, and reopen old plants.

STORIES OF TRANSFORMATION: Following the deregulation of the water market in England, private equity firm Perwyn eyed an opportunity to invest in Everflow, supporting the transformation of the business from a water retailer into a wider utilities offering.

On today’s Stories of Transformation, we are joined by Keith Beattie, an operating partner at Astorg, to discuss identifying business models resilient to AI disruption, and how Al can enhance company operations.

The US and Canada are both grappling with chronic housing shortages, brought about through a combination of underinvestment, regulatory challenges, and rising inflation. Fengate Asset Management is looking to help address affordability concerns through its retail estate division.

STORIES OF TRANSFORMATION: Combatting megatrends such as AI disruption, global pandemics and climate change will require coordinating different sectors of the economy towards a common goal. Anoop Maini, a fellow at the University of Cambridge’s Judge Business School, discusses how the shift towards outcomes-based industries can be made possible, and

STORIES OF TRANSFORMATION: Investment in energy infrastructure has so far been the central means by which private capital firms are helping to tackle the climate crisis. But another major contributor to global emissions comes from key industrial processes such as food decomposition and steel production.