Kali Arevalo, editor of Institutional Investing in Infrastructure, interviews Jasper Shi, assistant vice president, corporate ratings, energy and natural resources at Morningstar DBRS, about the impact of the tariff-era grid on U.S. regulated utilities.

Advances in artificial intelligence have shifted data centers from a niche segment right to the fore, in terms of both demand from end users and demand from investors. So how should investors position themselves in this rapidly evolving but vitally important sector?

Industry professionals at U.S. energy companies were asked to weigh in on how the One Big Beautiful Bill Act impacts the sectors in which they are most active and how they are navigating challenges. Kali Arevalo, editor of Institutional Investing in Infrastructure, collected insights from Jennifer Gandin, principal, co-head of infrastructure at CIM Group; Kevin Smith, CEO of Arevon; and Andrew Waranch, founder, president and CEO of Spearmint Energy.

Uncertainty has become a mainstay in markets during the past year. Higher inflation, elevated interest rates and increased geopolitical instability have made it harder for traditional diversifiers to deliver and protect the returns investors have come to expect.

As global capital recalibrates for resilience and long-term value, the Asia Pacific region is emerging as the epicenter of strategic growth. Amid the volatility in Western markets and a shifting macroeconomic landscape, Asia Pacific offers not only diversification but dynamism and momentum.

Offshore wind power could provide far more electricity than the United States uses for residential, commercial and industrial purposes. But the federal government has recently stopped approving offshore projects in the ocean. Another option is available, though: the Great Lakes.