Videos

Growing demand from AI and data centers is putting pressure on the power grid. In this video, Matt Stephani, president of Cavanal Hill Investment Management, Inc., discusses why companies involved in electricity generation, transmission and infrastructure may be well positioned for the years ahead.

Nuclear: an essential part of the solution to the world's growing electricity needs

It’s easy to get consumed by the geopolitics that dominate the day’s headlines. However, for investors, it’s more useful to focus on durable energy themes. In this video, Matt Stephani, president of Cavanal Hill Investment Management, Inc., explains the five themes that we believe can drive returns well into the next decade.