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SPONSORED: Gaw Capital Partners  – Geopolitical conflict and climate change driving opportunities for thematic investors
FEBRUARY 3, 2025

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SPONSORED: Gaw Capital Partners – Geopolitical conflict and climate change driving opportunities for thematic investors

by Jennifer Babcock

As investors increasingly turn their gaze toward digital infrastructure and AI, the overarching themes of geopolitical conflicts and climate change color the investment decision. “Today, the spotlight is on digital infrastructure, AI and hyperscale data centers, prompting a reflection on poten­tial parallels to the 2000 internet bubble,” explains Goodwin Gaw, chairman, managing principal and co-founder of Gaw Capital Partners, in an interview titled, “Blending an institutional, entrepreneurial strategy,” published in the February issue of Institutional Real Estate Americas.

“Obviously, we can’t avoid geopolitical conflicts between the current No. 1 economy, the United States, and the rising No. 2 economy, China,” continues Gaw. “That conflict is turn­ing the world from a highly globalized, free-trade world, into a decoupling, de-risking, bifurcating world.”

Meanwhile, climate change is causing the firm to look increasingly toward Portugal

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