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As energy systems evolve, so too must our grids — both technically and financially. The Spanish blackout has exposed critical vulnerabilities, but it also opens a window of opportunity for innovation, collaboration, and investment, particularly from the private sector. Watch our recent webinar which explores the future of grid infrastructure in light of the recent blackout in Spain and Europe’s rapid deployment of renewable energy.
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Join host Randy Schwimmer as he sits down with Michael Ashley Schulman, Partner and Chief Investment Officer at Running Point, for an insightful conversation about navigating today's investment landscape. With over 20 years of experience managing institutional and high net worth portfolios, Michael shares his optimistic outlook on U.S. markets and the transformative impact of AI on productivity and growth.
Listen above to Infrastructure Investor’s latest podcast with Joost Bergsma, Global Head of Clean Energy at Nuveen Infrastructure, where he discusses how European investors are remaining committed to the energy transition despite US policy uncertainty impacting global sentiment.
Arcmont's 2026 European Private Credit Outlook examines resilience amid global volatility, highlighting strong sponsor demand, the importance of manager scale, private credit's role as a core institutional allocation expanding into wealth channels, and ecosystem evolution beyond direct lending.
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