Investment strategy through the ‘up crash’ and beyond
From the original
Recorded at the Global Energy, Power, and Infrastructure Conference in New York, this special edition brings a real-time read on where markets stand. Lori Calvasina, Head of U.S. Equity Strategy, joined Amy Wu Silverman and Callie Simpkins for an on-the-ground conversation about
Related speeches
4 itemsPower Play: Investing in Energy Infrastructure for the AI Era
The desk sees a notable shift in energy infrastructure investment driven by AI, particularly in how businesses are adapting to increasing energy demand from data centers. Per the full note from Deutsche Bank analysts, U.S. energy generation reached a record 4.43 terawatt hours last year, underscoring the growing intersection between technological advancement and energy needs. The implications of these developments are expected to reshape not only the energy sector but also economic growth trajectories, influencing capital flows in currency markets focused on energy-intensive economies.