Content (80)
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White papersInfrastructure: The Red Thread – Private Markets – Edition May 2025
Infrastructure and the first 100 days of Trump
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White papersPowering the future
Interview on unleashing investment potential in low-carbon technologies
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White papersUnlocking infrastructure opportunities: Top 10 interview with Roland Hantke
Private infrastructure investments are increasingly gaining traction – and for many reasons. Considered a safe haven especially during inflation, infrastructure is receptive to many secular trends currently shaping the global economic scenario. What are these, and how should investors approach this multi-faceted asset class?
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White papersKeep calm and carry on: Infrastructure and the first 100 days of Trump
In our 2025 infrastructure outlook, we argued that the macro backdrop is positive for private infrastructure, and that the 2025 edition of our report is the most bullish one we have written in the last three years. That positive sentiment may feel off the mark after the first few months of 2025, especially with volatility across the global markets due to uncertain policies under the new Trump presidency.
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White papersWhen new energy meets old wires
Institutional Investing in Infrastructure (i3) article – US electric grid infrastructure in the age of Trump and AI
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White papersGo against the tide, or with the flow? Exploring key themes and the market outlook for infrastructure investment
The macroeconomic backdrop for infrastructure is positive on most counts, including stronger than expected economic growth, above average inflation, and declining interest rates (albeit slowly). The denominator effect is behind us, after two years of strong public market performance.
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White papersTRTPM monthly blog – Edition February 2025: Our monthly insights into private markets
The start to the year saw a mixed picture in interest rate policy between the US and Europe. In January, the Fed opted to pause rate cuts as it awaits further progress on inflation, whereas the ECB cut eurozone interest rates by 25bps, and in February, the Bank of England (BoE) cut interest rates by 25bps. US and UK CPI inflation rose to 3% in January, driven by higher services inflation and food prices.
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White papersKnown unknowns of infrastructure investments
The increasing frequency and magnitude of extreme weather and climate events pose a serious threat to infrastructure.
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White papersTRTPM monthly blog – Edition January 2025
Brighter prospects for 2025, though uncertainties abound
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White papersKey takeaways from COP29
The dust has settled on the climate negotiations. The Conference of the Parties to the UN Framework Convention on Climate Change (COP29) took place in Baku, Azerbaijan in November. The UN negotiations focused on climate finance goals and carbon markets. The negotiations overran, and the final outcome has been seen by many as an important and modest step forward, and a contentious compromise.
