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Clean Energy & Renewables

What's Happening in Clean Energy & Renewables

Wealthy families are redirecting capital toward geothermal energy and neurotechnology startups, signaling conviction that both sectors can scale and generate returns. Geothermal offers baseload renewable power to address AI infrastructure's mounting electricity demands—a constraint Morgan Stanley argues remains underappreciated by markets. Family offices are simultaneously pulling back from real estate as borrowing costs compress returns on leveraged property deals, forcing capital toward higher-yielding alternatives including cleantech and infrastructure solutions. The shift reflects how rising rates reshape institutional allocation across asset classes, with clean energy benefiting as a hedge against both energy supply constraints and the cost-of-capital pressures that make traditional real estate marginal.

Renewable energy sources and clean technology infrastructure including solar, wind, and sustainable power generation.

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