Insights
Ideas behind the capital.
We publish research and commentary on the sectors we invest in ourselves — not to predict the next quarter, but to understand the next ten years.
Categories
What we write about.
Capital Architecture
How private markets, project finance and co-investment are changing.
AI Infrastructure
Energy, data centers and the economics of compute.
Healthcare
The future of medicine, preventive healthcare and longevity.
Europe
Capital, policy, economics and Europe's industrial transformation.
Japan & Asia
Capital and technology links between Europe and Asia.
Energy
Energy as the foundation of the technology economy.
Venture Building
How to build companies ready for institutional capital.
Catalyst Perspectives
Quarterly insights on capital, technology and infrastructure across Europe and Asia.
Not a newsletter. Not a press-release digest. Only ideas we consider important for our own investment decisions.