Capital Intelligence.

For nearly three decades, globalisation delivered what textbooks said was impossible. Understanding why that era is ending — and who is paying the price — is the most important economic question of our time.

The history of bank capital regulation carries a clear and consistent message about credit risk. Here is how those lessons shaped the principles on which Monard Infrastructure was built.

History proves that fuel shocks change behaviour. This time, a collapsing EV cost curve means the shift will be permanent — an investment perspective by Daniel Blizzard, Founder & Managing Partner.

A structural shift is underway in how large industrial energy consumers source their power. The movement toward on-site, behind-the-meter generation is accelerating — driven not by sustainability commitments, but by grid constraints that have become commercially unworkable.