Olivia Wassenaar 5.0 3 ideas

"We have continued to focus on this concept of the halo hard assets... Think about things like power plants, gas pipelines, airports, renewable energy projects, really things where there is an ongoing view that we will need these not just for the medium term but for the long term." The geopolitical crisis in the Middle East is forcing countries to prioritize domestic energy security and efficiency. This will act as a massive catalyst for capital flows into domestic infrastructure, utilities, and renewable energy projects that offer stable, long-term value and isolation from global choke points. LONG energy infrastructure and renewable assets as governments and private capital hoard domestic energy supply capabilities. High interest rates make financing capital-intensive infrastructure projects more expensive, compressing returns and delaying project timelines.