Stu outlines Denham's four dominant investment themes for the coming decades, including the role of the U.S. as a leader in clean energy, the potential of sustainable infrastructure beyond solar and wind, the rising importance of private credit in the energy transition, and the critical challenges in securing the minerals needed for decarbonization. Stu also highlights the partnership with Aflac and the growing synergy between insurance companies and alternative asset managers. This episode is packed with thought-provoking insights on navigating investment risks, rewards, and unintended consequences in the global shift toward sustainability.