All Infrastructure articles – Page 13
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Video
Video: Slowing growth sparks recession concerns - Alex Joiner
IFM’s Chief Economist, Alex Joiner, features in our Monthly Economic Update video discussing recent key developments in economies and markets globally.
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Podcast
How the Space Economy Is Achieving Liftoff
In the 65 years since Sputnik launched, many people on Earth have been curious as to what is attainable to us within our solar system. Though in recent years, the emergence of the “Space Economy” has provided more context into what market opportunities are getting created from this rapidly growing industry.
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White papers
Infrastructure – rising rates and the “natural hedge”
Inflation has accelerated globally as a result of consumer demand, fuelled by fiscal policy, pushing into supply constraints due to COVID-19 and geopolitical upheaval. US inflation is running at 40-year highs and other advanced economies are at or near similar extremes.
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White papers
Industry trends: Brown to green – sustainable aviation fuels
Multiple disruptions are shaping the infrastructure sector, including the global net zero focus, funding shifts driven in part by government stimulus packages and digital transformation. In our Infrastructure Outlook report, we highlight some of the areas that we believe investors will hear a lot about.
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White papers
Deep waves: Digital ecosystem
The development of the digital ecosystem inevitably triggers digital innovation which has the potential to revolutionize areas like fintech and supply chain design.
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White papers
Taking the temperature of the private markets: mid-year outlook
In this private markets outlook, we outline what the headwinds facing the property sector are, why we are focusing on quality in private credit and how the clean energy infrastructure conversation in Europe is being dominated by war in Ukraine.
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White papers
China 5G: What doesn’t kill you makes you stronger
Find out more on how Chinese companies have found new ways to leverage 5G technology to adapt to a more stringent regulatory environment.
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Video
Why energy storage is the focus for the next decade
Climate technology innovation panel, UBS APAC Sustainable Finance Conference 2022
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White papers
Harnessing technological trends within infrastructure
Disruptive technological changes are already shifting the ways in which consumers, businesses and governments behave, and this is evolving at an unprecedented rate. Innovations in a diverse range of industries have not only unleashed new technology applications, but also uncovered new intersections across different fields and sectors.
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White papers
Fossil fuels: Here to stay or heading for extinction?
Beyond the headline net zero commitments and frequently reoccurring climate platitudes, reducing carbon emissions in line with global targets will require some seriously heavy lifting, particularly by companies with long histories of traditional energy generation.
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Video
Time to scale up?
Institutional Investor fireside chat series with Mark Saunders on energy storage
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Asset Manager News
GLP Announces $5 Billion Recapitalisation to Establish China’s Largest-Ever Private Logistics Real Estate Income Fund
GLP CIP V is GLP’s first China offshore USD-denominated income fund; Portfolio comprises 54 prime, institutional-grade modern logistics assets totalling 5+ million sqm of GFA
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White papers
What comes after globalisation?
The end of the Cold War acted like a catalyst for the liberal international economic order and free world trade. Cash and commodities moved across the globe at will. Location patterns were reshuffled. Asian countries, especially China, beckoned with a seemingly inexhaustible supply of cheap labour. With their labour market largely unregulated, they became the world’s extended workbench.
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White papers
The road ahead for transportation infrastructure
Transport infrastructure experienced an unprecedented decline during the Covid-19 pandemic. As the world emerges from a series of lockdowns, traffic on toll roads returns more quickly than rail or air travel. Overall volume-sensitive transport continues to re-gain ground from the cyclical rebound. Investors seem to have turned the corner and see the impact on the sector as transitory rather than permanent. But what are the long-term structural trends behind the revival in investment deal flow and some of the biggest buyouts in transport infrastructure?
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White papers
A complementary allocation in an institutional investor’s portfolio
Since its emergence as an asset class in the 1990s, infrastructure has increasingly been featured as a distinct allocation within institutional investment portfolios.
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Video
The promise of Web 3.0
Already a USD50 billion market, NFT (non-fungible token) sales is expected to grow by more than 10% every year through to 2030.
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White papers
400G Networking: Empowering Data Centers
As data consumption rises, so does the need for hyperscale data centers. What opportunities could this bring?
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Blog
EDITORIAL | Smartening up cities
Cities are people magnets! And – given ongoing urbanisation – evidence shows their power to attract is ever increasing. Some 56% of the worldʼs 7.9 billion people already live in cities, and the number of urban dwellers will swell dramatically in the coming decades.
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White papers
The Space Economy Achieves Lift-Off
Space-based industry is much more down-to-earth than you might think—and every day it touches more and more of our lives
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White papers
Conflict Brings a New Challenge to Global Food Security
February 24 marked the beginning of one of the largest military conflicts to break out in Europe since World War II, as Russian military forces invaded Ukraine. The unprovoked and devastating attack ratcheted up geopolitical tensions and triggered a massive humanitarian crisis.