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UBS On-Air: Market Moves

Talking Markets (Powering the AI revolution) with Tyler Rosenlicht (Cohen & Steers)

Mittwoch, 28. Oktober 2026 · 13 min

MP3

Shownotes

With global data center power demand expected to rise considerably over the next few decades, we explore the scale of anticipated global demand and the scope of energy resources that will contribute to demand fulfillment. We also touch on investment considerations around this theme, along with the risks to be mindful of. Tyler Rosenlicht is a Portfolio Manager for Global Listed Infrastructure and serves as Head of Natural Resource Equities at Cohen & Steers. Host: Daniel Cassidy

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