All Infrastructure articles
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White papersRobust benchmarks needed for infra investors
Performance monitoring is key to achieving top-quartile results, say Frédéric Blanc-Brude, director, and Abhishek Gupta, head of product development, at EDHECinfra
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White papers
An Investor’s Guide to Evolving Supply Chains
Many companies are rethinking supply chains amid disruptions from the war in Ukraine and the pandemic. Equity investors must decipher which companies can adapt their processes to compete in a less globalized world.
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White papers
Colliding Demand and Supply Shocks
In this Macro Perspectives, our economists discuss how to best navigate the volatile geopolitical environment’s impact on markets, and how the policy playbook may change based on growth and inflation expectations.
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White papers
Europe: a hot spot in the fast-moving world of data centres
When it comes to data centres, the speed of evolution of the market might be best demonstrated by considering the incredible increase in data used in our everyday lives. Today, more data is created in an hour than was produced in an entire year two decades ago. By 2025, the sum of generated data will eclipse 175 Zettabytes (ZB), up from only 18ZB in 2015.
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White papers
Financing Europe’s clean energy transition
As investment in key infrastructure in Western Europe has increased in recent years, so too has the need for financing to support clean energy projects. What is green energy credit and how can it support the transition to a low carbon economy, particularly in Western Europe?
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Asset Manager News
TagEnergy Welcomes Two New Major Investors, Mirova and Omnes, to Support its Global Project Pipeline and Speed Energy Transition
Their entry will accelerate the development of international projects in favour of the energy transition.
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White papers
Electrification: Paving the Road to Emissions Reduction
As investors focused on long-term sustainability, we have long focused on emissions, energy efficiency as well as long-term opportunities and threats in business models as it relates to their sustainability and competitiveness over the long run.
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Asset Manager News
Vauban Infrastructure Partners Further Reinforces its ESG Set-Up to Enhance its Leadership in Sustainability Investments
Vauban Infrastructure Partners (“Vauban”) an affiliate of Natixis Investment Managers, enhances its leadership in sustainability investment with the establishment of a dedicated ESG Team, this comes in the wake of receiving some excellent results for its in-house ESG framework with GRESB and PRI (A+ rating) and settling several strategic partnerships.
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White papers
Virtual Worlds, Real Opportunities
Could the metaverse be a revolution in every aspect of our lives, ridiculous hype that will lead nowhere, or the natural progression of a world we’ve been living in for decades?
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Asset Manager News
a.s.r. to acquire Sweco Capital Consultants
a.s.r. and Sweco Nederland have agreed that a.s.r. real estate will acquire Sweco Capital Consultants. With this, the insurer’s real estate investment manager strengthens its position in the field of real estate and infrastructure investments. The acquisition fits in with a.s.r. real estate’s ambition to become a full-service real estate investment manager. The activities of Sweco Capital Consultants will be taken over as of 1 May 2022.
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White papers
Super Funds & Master Trusts in a World of Member Switching, Early Release Schemes & Climate Calamities
As defined contribution (DC) plans have grown and have increasingly become the primary retirement savings vehicle, asset allocators are increasingly interested in incorporating illiquid private assets in these retirement funds to offer participants access to investment portfolios and risk-adjusted returns similar to defined benefit (DB) plans or larger institutional portfolios.
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White papers
War Accelerates Secular Policy Shifts Across Europe
ClearBridge Investments: European countries realize they will need greater stimulus and investment in renewable energy to obtain security.
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Podcast
Powering the Transition to Renewable Energy
Head of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered by renewables. He weighs in on the roles new technologies, geopolitical conflict, and inflation will play along the way.
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White papers
The Future of Offshore Wind
Glennmont Partners CEO and Managing Partner Joost Bergsma, and Ørsted’s Head of Portfolio Development and Strategy, Kunal Patel, were recently interviewed in the 2022 Infrastructure Investor Annual Review.
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Podcast
PAT Cast #2: Why invest in social infrastructure?
Kindergartens, care facilities and fire stations form the backbone of any sustainable community, yet investment opportunities in these assets have often been overlooked. But that picture is changing.
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White papers
Signal changes: why finance is warming to AI
Fiorino tracks the AI journey from sci-fi to hi-fi(nance) and where the faux-human tech may take the real financial industry next…
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Video
Big Tech vs the Central Bank: The race for digital currency
MIT’s Media Lab Director of the Digital Currency Initiative, Neha Narula, joins us in the latest discussion of our series FTSE Russell Convenes. Neha shares her thoughts on how the advancing technologies around cryptocurrencies like Bitcoin and Ethereum is placing pressure on central banks.
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Video
Delivering Outperformance With Positive Impact In Private Equity
Joana Castro, Head of Climate Impact, Private Equity, shows how returns and impact can go hand in hand, and identifies where potential impact-investing opportunities may lie.
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White papers
‘En-flation’: The heightened risk of inflation in increasingly environmentally conscious economies
As surging energy prices hit the headlines, limited renewable energy infrastructure means that, in the short-term, it is possible countries will shift back towards traditional fossil fuel extraction. Yet, in the medium-term, given rising appreciation for the importance of energy security, there will be a renewed focus and increased public capital allocated to the energy transition.
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White papers
Listed infrastructure: Investing in a sustainable future
Listed infrastructure is inherently aligned with many client sustainability objectives. First and foremost, these companies exist to provide the basic services that are fundamental to the functioning of our societies. Access, affordability, safety, and reliability are all important social objectives related to the products and services that infrastructure companies offer. In delivering these services, companies also have a responsibility to treat the environment in a manner that won’t jeopardize their ability to deliver these essential services over the long term.
