Content (6)

  • office-building-sky-bridge

    Research Report

    Real Estate House Views H1 2025

    16 April 2025

    Explore our collection of in-depth outlooks on real estate investing globally.

  • infra

    Research Report

    Infrastructure Quarterly

    20 March 2025

    The Infrastructure Quarterly explores the performance of the private and listed infrastructure markets, along with sector insights such as renewables and digital infrastructure, to identify actionable insights for your portfolio decisions.

  • hydro-dam

    White papers

    Open-End Funds: Time is Money in Infrastructure’s New Era

    6 November 2024

    Historically, many infrastructure companies such as utilities, airports, and toll roads exhibited stable, low-growth earnings. However, the investment landscape and its growth opportunities have broadened significantly.

  • allocation-replay

    Video

    Replay - Thriving in Tomorrow’s Market: Real Assets in Portfolio Allocation

    16 October 2024

    In today’s complex financial landscape, characterized by rising inflation, fluctuating interest rates and increased geopolitical tensions, the importance of incorporating real assets into investment portfolios cannot be overstated.

  • global-infrastructure-2-hero-1080x1080

    White papers

    Global Infrastructure 2.0: A Core Plus Strategy for the Mid-Market

    14 February 2024

    Essential services like water, electricity & connectivity drive infrastructure’s strength. Global 2.0 strategies prioritize downside protection & sectors like digital & renewables for long-term impact.

  • The road ahead for transportation infrastructure

    White papers

    The road ahead for transportation infrastructure

    4 July 2022

    Transport infrastructure experienced an unprecedented decline during the Covid-19 pandemic. As the world emerges from a series of lockdowns, traffic on toll roads returns more quickly than rail or air travel. Overall volume-sensitive transport continues to re-gain ground from the cyclical rebound. Investors seem to have turned the corner and see the impact on the sector as transitory rather than permanent. But what are the long-term structural trends behind the revival in investment deal flow and some of the biggest buyouts in transport infrastructure?