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Innovation covers a wide range of topics that shape views of future investing. We addressed some of these concepts in our 2018 Innovation Series. We recap on these papers in this annual summary.
Innovation Paper 4: Technology - Data centers, real estate, and the evolution of technology download
Data centers have evolved from proprietary premises to a niche asset class to a diverse, albeit specialized corner of the real estate and infrastructure universe.
A defensive component in portfolios can enhance long-term overall returns...
The case for infrastructure debt download
The infrastructure market has evolved from a bank-dominated market less than 10 years ago, to one with a growing institutional investor presence. The fundamental drivers are regulatory change and the search for yield.
One of the largest Italian cities in Italy, Milan is the leader in economic terms with the city’s GDP accounting for circa 10% of total GDP, while Lombardy accounts for almost 25% of the total.