All Communications articles
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WebinarWebinar - Megatrends: From AI to space and beyond
Portfolio managers Mark Casey and Michael Beckwith explore the durable trends shaping the global economy. How sustainable is the AI boom, where are other opportunities emerging, and what could it all mean for positioning investment portfolios?
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White papersFive forces shaping the data centre investment landscape
Demand is accelerating. Supply is constrained. Execution is everything. For investors seeking exposure to one of real estate’s most compelling structural growth themes, data centres continue to stand out.
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Asset Manager NewsGLP Signs Strategic Cooperation Agreement with Ulanqab for Multi-GW Development in Inner Mongolia
Singapore and Shanghai, 10 July 2026 – GLP China today announced the signing of a strategic cooperation agreement with the Ulanqab Government to jointly develop multi-GW hyperscale digital infrastructure in Inner Mongolia. The partnership establishes a clear and scalable development pipeline for GLP’s digital infrastructure platform, reinforcing its long-term growth strategy in AI-ready data centre capacity.
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White papersThe Infrastructure Behind AI
Artificial intelligence feels instantaneous, but that speed is built on a vast physical system across from cell towers, transmission networks, data centers, energy systems and beyond. Our infographic outlines how AI is fundamentally an infrastructure story.
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White papersInfrastructure Horizons 2026
Global infrastructure is being redefined by powerful, long-term forces – from AI-driven connectivity to the needs of fast-growing cities. The Infrastructure Horizons series highlights the trends and opportunities set to influence investment thinking over the decade ahead.
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White papersHow constraints are shaping data infrastructure
In data infrastructure, connectivity—and the constraints around it—is increasingly determining which assets can be built, scaled and able to deliver durable returns
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White papersInvesting across the AI supercycle
Artificial intelligence is no longer just a technology story — it is a capital cycle reshaping how economies are built, financed, and powered for decades to come. Nuveen’s latest paper makes the case for why the AI supercycle demands a cross-asset approach, spanning equities, credit, private markets, and real assets, and explains how investors can align growth, income, and inflation protection objectives across the full AI value chain. If you’re thinking about how to position portfolios for what comes next, this is an essential read. Explore the full paper here.
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Asset Manager NewsGLP and Huawei Establish Strategic Partnership to Deepen Cooperation in China’s New Economy Sectors
Singapore and Shanghai, 6 April 2026 – GLP, a leading new-economy infrastructure investment manager, and Huawei, a global leader in information and communications technology (“ICT”) infrastructure and smart devices…
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White papersBeyond data centres: Could fibre optic networks bridge the AI divide?
If you were asked to name a few standout inventions from the 19th century, you’d probably answer without much hesitation. The steam train, the light bulb, the telephone – all fundamentally changed the way people interact with one another and the world around them.
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White papersInfrastructure: The times they are a-changin’
Essential assets are evolving, linking conventional services with emerging technologies and security needs. Bob Dylan’s enduring classic “The Times They Are a-Changin’” wasn’t just about politics or culture—it was about recognising when a new era is breaking over the horizon.
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Asset Manager News
120 MW GLP Changshu Southeast Data Center Fully Contracted
Shanghai and Singapore, 22 October 2025 – GLP Pte Ltd (“GLP” and with its subsidiaries the “Group”), a leading global thematic business builder, investor and investment manager, today announced that it has signed a new digital infrastructure service contract and pre-lease agreements with a leading technology company for Phase II of GLP Changshu Southeast Data Center.
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Asset Manager News
GLP Secures Landmark RMB 2.5 billion Investment for China Data Center Business
Shanghai and Singapore, 26 August 2025 – GLP Pte Ltd (“GLP”), a leading global thematic business builder, investor and investment manager, today announced the signing of a landmark strategic partnership agreement with Zhejiang government-affiliated entities, who will invest a total of RMB 2.5 billion into GLP’s China data center business.
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Asset Manager News
Actis Launches New Brazilian Transmission Platform And Acquires Operational Transmission Asset Totalling 743km
Actis, a global investor in sustainable infrastructure, has launched a new Brazilian transmission platform and acquired 100% of one operational transmission line from EDP Brasil (Energias do Brasil S.A.) the fully-owned subsidiary of EDP (Energias de Portugal, S.A.).
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White papers
From Chai to Chips: “Make in India” Brews Up a Tech Revolution
Read more on how India is emerging as a potential future global manufacturing powerhouse.
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White papers
Vision Pro: Fashionable Ski Goggles or Ironman’s Jarvis?
Read more on how revolutionary devices are set to redefine the way we interact with technology and lead us to a new era where spatial computing takes center stage.
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White papers
Like 10,000 Interns: How ChatGPT Can Liberate Investment Analysts
ChatGPT is generating excitement about the power of artificial intelligence (AI) to reshape business. For investment firms, AI can help execute many menial functions to free up analysts for deeper research dives, armed with more information than they could ever process alone.
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Podcast
The Chatbot Phenomenon
Artificial Intelligence has been evolving for decades with the ultimate goal of enhancing our everyday lives. Some of the most recent iterations, such as ChatGPT and Midjourney, are the most advanced and human-like AI models we’ve seen yet.
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White papers
AI Chatbots Rewrite Code for Technology Sector’s Future
ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI). As science fiction is transformed into applications with real business potential, we may be on the cusp of a new product cycle that breathes new life into the technology sector after a harsh year for investors.
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White papers
Responsible technology: How can companies and investors drive digital inclusion and economic growth?
The ‘connectivity canyon’ between those who have access to digital technology and those who do not can have a significant impact across education, employment, healthcare and more – deepening social inequalities and holding back economic growth.
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White papers
Crouching Tiger, Hidden “Rabbit”
Read more on how 5G technology plays a pivotal role in the Chinese live-streaming e-commerce market.
