Content (65)
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White papersInfrastructure 2025 Outlook
In 2025, the macro backdrop for private infrastructure is undoubtedly positive. Economic growth is resilient, inflation remains above average, and interest rates are declining. Valuations have also fallen in recent years, offering relative value compared to public markets. All stars appear aligned for the asset class, but here is a simple truth – there is no easy money left in infrastructure.
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White papersNuclear and the energy transition — Lessons learned from the lost decades
Interest in nuclear energy has ebbed and flowed in the past few decades. We have seen several declarations of a “nuclear renaissance” during this period, depending on prevailing public opinion around carbon emissions, energy security and nuclear safety, as well as country-specific issues.
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White papersEmbodied carbon: Exploring carbon emissions at the construction phase with Datum datacentres
Datum Datacentres operates a network of environmentally efficient, carrier neutral data centers. Below is a snapshot of what the company is doing to assess the emissions in the production and construction phase of its new datacenter as part of its environmental management plan.
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White papersData centers
Data centers are growing rapidly across the world. How can we manage their sustainability impacts?
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White papersSearching for impact: Comparing transport and renewables from an impact perspective
The energy transition has been the largest opportunity within the infrastructure sector over the past decade (~52% of transactions closed1), and we expect this trend to continue.
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White papersStanding proud! 2024 GRESB Real Estate and Infrastructure Assessments
UBS Asset Management, Real Estate & Private Markets’ (REPM) sustainability efforts continue to build momentum with another set of strong results in the 2024 GRESB Real Estate and Infrastructure Assessments.
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White papersNot all net zero pathways are created equal: Pivotal questions for investors to ask
Improving real estate’s sustainability profile is pivotal to addressing climate change, as the sector contributes some 40% of global greenhouse gas emissions.
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White papersProving resilience and durability
As a top-performing asset class for about a century, farmland has proven time and again to have upside growth potential and to be resilient throughout various economic scenarios. It is an essential global property sector tied to food production. Jim McCandless and Daniel Murray, co-CIOs for farmland at UBS Asset Management, discuss why more investors are looking to add farmland into their investment portfolios.
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White papersFiber-to-the-home: Missed connections? i3 article on navigating the investment landscape
Fiber optic cables, originally developed in the 1950s to allow doctors to view the inside of a patient, are now essential infrastructure that everyone needs to access remote employment opportunities, as well as access to education, healthcare, entertainment and even socialization.
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White papersInfrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 20245 overall funds raised in 2023 fell by over 50%.
