Insights

Perspectives from the headquarters of global investment.

Considered writing on how large-scale investments get structured, coordinated and delivered — grounded in how projects actually get done.

Carbon
1 October 2026 · 2 min read
CBAM’s definitive period: carbon is now part of the price.
Since January 2026, the emissions embedded in steel, aluminium, cement and fertilisers entering the EU carry a cost. For exporters, the question is no longer whether to measure carbon, but how well.
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Coordination
10 June 2026 · 2 min read
Coordination: the decisive capability in European infrastructure.
Capital and capability are both available. What decides outcomes is the discipline to make them work together across borders, regulators and supply chains.
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Discipline
22 May 2026 · 2 min read
Structure before commitment.
Most projects are won or lost before the first commitment is made. Structuring is where risk is priced out — or quietly built in.
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Sustainability
30 April 2026 · 2 min read
Sustainability is an investment arena, not a compliance cost.
Treated as a compliance cost, sustainability is a drag. Treated as an investment arena, it is where some of the most durable returns are now being structured.
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