All Commentary articles – Page 23
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White papersInfrastructure Investor - European Fund Management Roundtable
Read Infrastructure Investor’s recent European Fund Management Roundtable featuring Joost Bergsma, Global Head of Clean Energy for Nuveen Infrastructure, where he discusses the key dynamics facing the European energy markets, and why he believes the region is becoming an increasingly attractive destination for institutional investors seeking stability in clean energy investment.
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White papersSchroders Greencoat Infrastructure Lens Q3 2025
Investor focus has switched to Core+ and Value Add strategies and fundraising is picking up after a prolonged slowdown. Deal activity remains subdued despite strong demand related to key themes, such as renewable energy and data centres, while performance across the asset class remains strong.
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VideoGlobal REITs Update – Q2 2025
In our video update for the 2nd quarter of the 2025 calendar year, Chief Investment Officer, Andrew Parsons covers key developments in the Global REIT sector and market insights, including:
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White papersTransportation: a sector on the move
The resilience and ongoing evolution of this economically core sector mean it continues to offer key portfolio benefits for infrastructure debt investors.
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White papersFour charts on why the US economy is so resilient
The United States economy is at a crossroads. Cracks are forming and growth is slowing as tariff policies weigh on hiring and curb consumer spending. On the other hand, generative artificial intelligence (AI) is driving a surge in productivity. The question is: Can AI fill the cracks in the US economy?
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White papersUS stocks touch new all-time highs
The S&P 500, the primary US equities index, touched record highs recently, led by the technology sector and the optimism around the artificial intelligence (AI) boom. A better-than-expected corporate earnings season and hopes of interest rate cuts by the Fed also supported sentiment.
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White papersCan AI continue to power U.S. exceptionalism?
As AI demand drives technology stocks to record highs, investors question whether extraordinary capital spending will deliver sustainable returns and if the Magnificent 7’s market dominance can continue. Discover why U.S. tech leadership may face new challenges, how market concentration creates both opportunities and risks, and what the competitive threat from emerging markets like China means for long-term investment strategy.
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White papersOil and gas: The case for higher returns
Oil and gas companies have historically delivered modest returns despite a favorable environment – averaging just 10% over 30 years. Now, rising political volatility, climate litigation, and competition from clean technologies have increased the risks for the sector. Yet, companies are targeting the same returns. Investors must demand more.
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White papersCharter Hall Group 2025 Full Year Results
Charter Hall Group (ASX:CHC) (Charter Hall or the Group) today announces its FY25 results for the period ending 30 June 2025.
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White papersPlatform wars: How competition could reshape China’s gig worker economy
China’s vast army of gig workers is the backbone of the country’s digital economy, powering consumption and logistics infrastructure. Despite offering flexibility and opportunity, the gig economy also presents challenges such as weak labour protection and income insecurity.
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White papersConstructing the Future: Building Resilient Portfolios With Infrastructure
Private infrastructure stands out in an uncertain world.
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White papersA 20,000-Foot Perspective: Can Bonds and Equities Both be Right?
The combination of stagflation concerns from macro data and robust corporate earnings in the last week have helped bolster the case for a striking gap between fixed income and equity premia persisting, highlighting the complex and finely balanced growth outlook.
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Asset Manager NewsGrowth in wholesale investment management platform with launch of $2.5bn Charter Hall Convenience Retail Fund (CCRF) and $2.1bn Challenger mandate
Charter Hall Group (ASX:CHC) (Charter Hall or the Group) announces the launch of the $2.5bn Charter Hall Convenience Retail Fund (CCRF or the Fund) and, in addition, its appointment to manage a $2.1bn investment mandate for Challenger Life (Challenger or the mandate).
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White papersUS wind and solar: bent but not broken
In truth, the Inflation Reduction Act and the tax subsidies it extended were not a radically new idea in the cleaning up of US power supply – nor is the ‘Big Beautiful Bill’ a death knell for US renewables.
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PodcastA World of Opportunity in the Space Economy
The space economy is quickly moving from science fiction to investable reality, reshaping industries far beyond rockets and satellites. But with hype and misconceptions clouding the landscape, how can investors separate signal from noise and identify the true drivers of value in this rapidly expanding market?
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White papersMacro brief: Tariff clarity for Japan but political uncertainty remains
Japan watchers have seen the country strike a solid trade deal with the US in recent weeks, bringing much-needed certainty to a country still dependent on nascent reflation. At the same time, however, the ruling Liberal Democratic Party (LDP)/Komeito coalition’s failure to secure a majority in Upper House elections has intensified calls for new political leadership.
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White papersTop 5 reasons to consider an allocation exposure to direct real estate
Investors today are re-evaluating risk and reward in their portfolios. Real estate can fulfill a need for stability, diversification, performance, and yield, in a world starved of income.
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White papers“US(D) exceptionalism” is not going away
Although equity investors have been adjusting their regional allocations away from the US dollar in recent months, there is little sign this is happening in bond markets, where yields remain high and alternatives to the dollar are limited.
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White papersWhy APAC real estate now?
The global investment landscape remains highly uncertain, shaped by rapidly evolving geopolitical tensions and economic developments.
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White papersAsset Class Returns H1 2025
Improved growth/inflation mix: Our long-term model assumptions anticipate a fragmented and even more delayed energy transition, incorporating secular trends and uncertainties that impact price dynamics and volatility. Compared to last year, the growth/inflation outlook appears less penalised by a restrictive regulatory framework around the energy transition, but the uncertainty around inflation has increased.
