All Infrastructure articles – Page 15
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White papersDecoding the policy messages from China’s National People’s Congress
The National People’s Congress (NPC), which took place from 5 to 11 March, saw the announcement of a target of 5.5% GDP growth YoY for this year. While many market players interpreted this as being too aggressive, we believe it was a reassuring message.
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White papersUncertainty Increases
As events in Ukraine see geopolitical tensions mount, the lack of an easy route to a stable resolution suggests that the impact of energy prices may persist. At the very least it compounds the uncertainty from an already challenging growth, inflation and policy mix. Policymakers seem to be walking a tightrope.
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White papersThe Long View: Russia-Ukraine War Has Lasting Implications for Investing
When Russian president Vladimir Putin sent troops into Ukraine, he unraveled decades of efforts to cement peace in Europe after the Cold War. For investors, the new world order has shaken up broad issues that shape our analysis of asset classes and securities.
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White papersThe Fed vs. Secular Growth: A Technology Conundrum
While the recent market turbulence has been characterized by a rotation out of highly valued growth stocks, the high and sustainable growth offered by tech companies will likely return to favor.
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White papersWhat investors need to know about Southeast Asia’s solar energy boom
Prabaljit Sarkar, an expert in sustainable infrastructure, look at how solar energy infrastructure deals work, why the Southeast Asian market is booming and importantly, which deals are most promising for investors.
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White papersEnergy Markets in View
Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go.
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Asset Manager NewsCityWave is the first project in Italy certified Platinum by WiredScore
The new CityLife office building has been awarded the highest level recognized by the international certification WiredScore for its digital connectivity and smart technology.
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White papersBrazil: Worth a Closer Look
Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms.
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White papersAre Higher Energy Prices A Game Changer For Growth?
Oil is once again in the spotlight, reaching levels not seen since 2014. After having witnessed the seemingly impossible event of negative prices when the pandemic took the world by surprise in 2020, we are now facing a 50% increase in Brent and WTI crude oil since January. This upside trend, which has extended to most of the commodities markets, places the Fed and the major central banks between a rock and a hard place: whereas the inflation shock intensifies in the short-term, the risk of recession is growing in the medium-term.
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White papersIf Sanctions Didn’t Stop the War, They Can Still Shape the Peace
After Ukraine’s allies decide how much to ratchet up pressure on Russia, they will face tough choices on how to ratchet down.
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BlogUkraine conflict: UK real estate impacts
In our latest blog on the conflict in Ukraine, we examine the immediate effect on the UK institutional real estate market and make some tentative observations on potential long-term implications for real assets.
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White papersKeeping up With Demand
In this piece from Infrastructure Investor, Pieter Welman talks about institutional investors’ growing interest in infrastructure debt and touches on how the market has evolved over the past decade.
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White papersInvestment opportunities in communication infrastructure
Digital connectivity and infrastructure are key to innovation & education
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White papersHow to make smart cities a reality
Digital technology is transforming our lives. From how we talk to friends, family and colleagues to how we shop, technology is now firmly embedded. However, the potential of digitalisation to further revolutionise how we live, work and play is vast – and smart cities will be at the forefront of that change.
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White papersRussia’s Invasion: Eurozone Recovery Delayed but not Derailed
The economic impact of Russia’s invasion constitutes a clear negative supply shock for the euro area that creates a dilemma for policymakers. On the one hand, higher energy prices will hit economic activity, reduce confidence and damage trade and financial links. On the other hand, the conflict will raise inflation for firms and households.
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Asset Manager NewsSwiss Life - Insights: March 2022
The Swiss Life Asset Managers’ European Thematic Cities Index (TCI) compares European cities across the five Cs. It identifies those most likely to be resilient in the face of unrelenting structural change as well as their individual strengths and weaknesses. We translate the five Cs into city specific themes that resilient cities will need.
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White papersListed Infrastructure in 2022: Factors aligning for increased investor attention
Even after strong performance in 2021, listed infrastructure stands to potentially benefit in 2022 from a favorable macro backdrop, investors’ search for inflation protection, and attractive valuations.
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White papersThe Inflation Inflection
The COVID-19 pandemic, and the range of policies aimed at mitigating its impact, has triggered a return to levels of inflation unseen for 40 years. While inflation is likely to moderate from these very high levels during 2022, we believe it will settle and persist at a rate higher than we have become used to over recent cycles.
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Asset Manager NewsGLP Closes 2021 With Record Performance Across Logistics, Digital Infrastructure and Renewable Energy
Singapore, 24 February 2022 – GLP, the leading global investment manager and business builder in logistics, digital infrastructure, renewable energy and related technologies, announced record fundraising, leasing and development activity in 2021, with global assets under management surpassing US$120 billion as of December 2021.
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VideoAssessing China’s growth outlook
To what extent will slowing exports, regulatory reform, a ‘zero-Covid’ policy, and a cooler property market drag on China’s growth momentum both in 2022 and over the medium term? Should investors get used to – just – 4%-5% annual GDP growth in the world’s second largest economy?
