All Infrastructure articles
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White papersInfrastructure gains ground as investors seek steady private market returns
Rising tensions in globalisation and constraints to public and lending markets are enabling private capital to become a key driver of resilient, long-term infrastructure investment.
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White papersStorage Takes Centre Stage in Redefining Grid Independence
As renewable energy continues to expand, its integration into existing power systems is [1] prompting a fundamental rethink of how grids are designed and operated. What began as a peripheral technology, supported by feed-in tariffs and subsidy frameworks, is now a cornerstone of modern energy systems.
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White papersPrivate Infrastructures: perspectives and added value through active management
In an economic environment marked by a future outlook in which interest rates and inflation may be higher and more volatile, investments in private infrastructure assets are an attractive alternative for investors seeking stability of returns, a good risk-adjusted return trade-off, and diversification of their overall portfolios. This report examines how active management in private infrastructure can enhance the value generated by this asset class.
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White papersBuilding the future: Advances in AI infrastructure for autonomous agents
The evolution of AI infrastructure for autonomous agents is reminiscent of the transformative impact that Transmission Control Protocols (TCPs) and other foundational protocols had on the early internet. Just as TCP/IP provided the essential framework for reliable data transmission and communication across diverse networks, modern AI infrastructure is laying the groundwork for autonomous agents to operate seamlessly and efficiently in complex environments.
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White papersBeyond quartiles: The alpha reckoning in private markets
Can your fund manager really generate alpha, or just ride the market tide? For decades, private market investors have wrestled with a deceptively simple question, is my fund manager truly skilled, or just riding the wave of the market tide?
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White papers‘Why Now?’ for Listed Infrastructure
Listed infrastructure has matured into a recognised core allocation for sophisticated investors. Once considered a niche alternative, it is now often viewed as an integral part of multi-asset portfolios, providing a unique blend of return, stability, and structural growth. Here we highlight why moderating macro pressures and enduring structural growth drivers reinforce the strategic role of the asset class now.
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White papersMid-market infra – complexity as a new differentiator
Mid-market infrastructure is expanding in scale and ambition, but so too is the complexity of the underlying businesses. Assets are more capital-intensive, interlinked and energy constrained, shaped by rising demand for essential services, evolving policies and technological advancements.
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White papersSolid foundations: The case is building for infrastructure equity
In this article Viktor Dietrich, Research Director for infrastructure, venture capital and natural capital, revisits the case for investing in European infrastructure equity. He suggests reasons why small-to-mid-sized opportunities should feature prominently on investors’ radar.
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Asset Manager NewsL&G NTR Clean Power Fund acquires 105MW Irish solar project
The acquisition increases the Fund’s total capacity in Ireland to more than 430MW and marks its tenth acquisition
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White papersPrivate Markets 700: The global investor barometer - An era of expanding possibilities
Private markets are entering an era of expanding possibilities. Our latest Private Markets 700 research - drawing on the views of more than 700 institutional investors worldwide - reveals that investors are asking for more from their private markets portfolios, tasking them with delivering on a wider set of objectives than ever before.
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Asset Manager NewsNTR completes on an initial €65 Million Financing Deal with Rabobank and Siemens Financial Services
Funding will enable the construction phase of Irish ready-to-build solar and BESS co-location portfolio for the L&G NTR Clean Power (Europe) III Fund
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Asset Manager NewsFranklin Templeton forms strategic partnership with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to expand infrastructure solutions for Private wealth
Franklin Templeton forms strategic partnership with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to expand infrastructure solutions for Private wealth
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Asset Manager NewsOBRAMAT will cover circa. 30% of its annual electricity consumption with solar energy thanks to its agreement with NTR
OBRAMAT will cover circa. 30% of its annual electricity consumption with solar energy thanks to its agreement with NTR
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Asset Manager NewsGLP Establishes RMB 2.6 billion AUM Maiden Data Center Fund
Shanghai and Singapore, 1 April 2025 – GLP, a leading global thematic business builder and investment manager, today announced the closing of its first digital infrastructure focused strategy (“GLP China IDC Income Fund I”) at RMB 2.6 billion AUM.
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Asset Manager NewsLeroy Merlin Spain signs an agreement with NTR to cover nearly 30% of its annual electricity consumption with solar energy
LEROY MERLIN Spain, a leading home improvement company, and NTR, an experienced sustainable infrastructure investor and asset manager, have sealed an agreement to further drive LEROY MERLIN’s sustainability strategy and advance the decarbonization of its operations
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White papersCan infrastructure weather the next storm?
Infrastructure has generally shown resilience in economic slowdowns, and through proprietary risk management and diversified exposure across defensive and cyclical sub-sectors, it potentially offers investors meaningful downside protection and attractive long-term risk-adjusted returns.
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People NewsRoger Pim joins NTR as Managing Director, Strategy and Capital Formation
NTR, a leading sustainable infrastructure investor and asset manager, is pleased to announce the appointment of Roger Pim as Managing Director, Strategy and Capital Formation.
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Asset Manager NewsPortfolio acquisition of 24 properties strengthens Slättö’s light industrial platform
Slättö, through its logistics and industrial platform Evolv, has acquired a portfolio of 24 properties primarily located in Linköping, Norrköping, Nyköping and Örebro. The portfolio consists of high-quality truck and car workshop facilities situated in regional cities with strong infrastructure access and established tenants.
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Asset Manager NewsSosteneo successfully completes final close of Fund I and launches Fund II
Milan – Sosteneo, a specialist investment manager focused on clean energy infrastructure and part of Generali Investments, today announced the final close of its first flagship fund (Sosteneo Clean Energy Infrastructure Fund or “Fund I”), with more than two-thirds of the portfolio now operational. Fund I raised over €620 million in capital commitments, alongside €80 million in co-investment capital.
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White papersBuilding the Backbone of AI
From the kitchen table to the boardroom, artificial intelligence (AI) has captured our imagination with its promise to become the most transformative technology in modern history. But realizing that potential hinges on a massive expansion of physical infrastructure that will allow it to scale—ranging from AI data centres to energy transmission and compute systems, and more.
