Infrastructure · Q2 2026
Industrial storage: the second leg of the energy transition.
Why battery storage — not solar — will decide which European utilities survive the 2030s.
Read the paper →§ — Insights
Quiet letters. Long reads.
Our publications are written by the partners who execute the mandates. No ghostwriters, no trend pieces, no quarterly content calendars — only the ideas we care enough to put in writing.
Asset Management · Q1 2026
Rebalancing for a rate-normalised decade.
How long-horizon portfolios should be reconfigured after fifteen years of zero-rate distortion.
Read the paper →Real Estate · Q1 2026
Prime European office: a quiet repricing.
Why the office sell-off is mispricing the very best buildings — and how to buy them without catching a knife.
Read the paper →Consulting · Q4 2025
The carve-out as a strategic instrument.
Why the best European industrial groups will separate more businesses in the next five years than in the last twenty.
Read the paper →Infrastructure · Q4 2025
PPA architecture for the post-subsidy era.
Corporate power purchase agreements are the new sovereign guarantee. A practitioner’s framework.
Read the paper →Group · Q3 2025
On areté, and why it matters in capital.
The founding essay of the ARETEUM platform — a note on discipline, duration and the cost of mediocrity.
Read the paper →Newsletter
Receive our publications quarterly.
Four letters a year. No marketing. Unsubscribe with one click.