Mid-market matters
Dispersion in performance, and how mid-market managers are competing against large-cap capital.

All things AI
Risk management in a demand-driven ecosystem, power supply innovation, and the narrative around data centre development.

LP activity & allocation
Turning appetite into allocation, rising sovereign wealth influence, and the fund-vs-direct rebalance.

Power & Energy
Grid modernisation, the coming AI power crunch, and the balancing act between traditional and renewable energy in a geopolitical environment that won't sit still.