All Infrastructure articles – Page 16
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White papersIs the time ripe? Contributing to carbon reduction with energy storage
Many factors have contributed to making entering this sector particularly interesting. The increased growth of the electric vehicle sector led to a broader global manufacturing capacity, which resulted in decreasing batteries costs. This has made the use of energy storage cost-competitive for the first time.
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White papersHow the Inflation Reduction Act boosts listed infrastructure
While its name doesn’t reflect it, the Inflation Reduction Act (IRA) signed into law in August 2022 is the most substantial U.S. legislation ever passed pertaining to climate policy. Approximately $370 billion of the $730 billion package is earmarked for energy and climate change programs.
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White papersAchieving absolute return with green energy credit
In Preqin’s ‘The Future of Alternatives in 2027’ report, Scott Lawrence, Partner at Glennmont Partners from Nuveen, recently discussed how clean energy managers with local presence, experience, and technical asset knowledge will be best positioned to capitalize on Europe’s increased demand for clean energy project financing.
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Asset Manager NewsAs a smart city enabler PATRIZIA invests in Ottima S.r.l, one of Italy’s top smart streetlighting companies
PATRIZIA has acquired Italian smart streetlighting company Ottima through its PATRIZIA Infrastructure business.
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White papersLISTED INFRASTRUCTURE: Three win/win opportunities for investors and society in the U.S.
The electric grid is increasingly vulnerable to damage from storms and other natural events such as wildfires. Hardening the grid is therefore a major focus for utility companies in the U.S. today.
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White papersHow do you decarbonise transport - and why should investors care?
The transport sector, particularly in emerging markets, is extremely difficult to decarbonise. As governments recognise the need to act with more urgency, investment opportunities are appearing.
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White papersNext Wave of Physical Climate Risk
For any remaining sceptics, 2022 post-Covid summer has further confirmed that climate change is for real with new record length droughts, forest fires and the Rhine river at risk of running too low for commercial shipping.
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White papersTop 5 takeaways for infrastructure
The Inflation Reduction Act of 2022 is the most important US clean energy legislation in recent history. The bill gives investors unprecedented policy visibility that was previously lacking. Energy tax credits have been expanded to investments such as standalone energy storage, clean transportation, hydrogen etc., opening up new investment opportunities.
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White papersSemi Equipment: Laying Foundations for the Future
Speaker of the U.S. House of Representatives Nancy Pelosi’s recent visit to Taiwan was largely publicized—not just because of its geopolitical significance, but because it also underscored Taiwan’s importance to the global tech industry.
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White papersBridging the infrastructure investment gap
The world has a tremendous need for infrastructure, a hunger that governments alone cannot meet. Private investment will be essential for communities to ensure they can meet the challenges of this century, explains Wolfgang Egger, CEO and Founder of PATRIZIA.
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White papersDeep roots and new branches
The universal drive for sustainability and the high inflationary backdrop has helped grow the investment case for timberland investing.
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White papersEuropean infrastructure debt – navigating new challenges
Particularly during the height of the Covid-19 pandemic and ensuing lockdowns, infrastructure debt proved to be resilient as an asset class. Despite lockdowns shutting down businesses and many aspects of society, specific sectors such as renewables, telecommunications and utilities continued to perform through the provision of essential services.
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White papersThe challenges that lie ahead - can investing in infrastructure help?
Particularly during the height of the pandemic and ensuing lockdowns, infrastructure debt proved to be resilient as an asset class. Despite lockdowns shutting down businesses and many aspects of society, specific sectors such as renewables, telecommunications and utilities continued to perform through the provision of essential services.
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White papersThe Climate Has Changed for Infrastructure
Following a year of starkly revealed vulnerabilities in water, energy and supply-chain assets, some game-changing legislation suggests that governments are finally getting serious about infrastructure investment.
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White papersGet real with income-producing real assets
We have seen demand for real assets grow dramatically in recent years, and we expect it will advance further as investors better understand the positive attributes of the asset class. Real assets offer the opportunity for diversification, inflation hedging and competitive total returns. Real assets may also serve as a nontraditional source of income, a feature that investors frequently overlook.
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People NewsLuba Nikulina appointed Chief Strategy Officer at IFM Investors
IFM Investors, a global investment manager owned by Australian pension funds, is pleased to announce the appointment of Luba Nikulina as its inaugural Chief Strategy Officer.
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White papersGreen credit can finance Europe’s energy transition
With energy security top of mind across Europe, Scott Lawrence and Claudio Vescovo of Glennmont Partners – a Nuveen company – discuss how they are supporting the energy transition in the region.
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White papersHow to smarten up cities
What we need are not new smart cities but ‘smartened up’ cities to deal with the challenges of decarbonization, demography, digitalization and urbanization, argues Mahdi Mokrane, Head of Global Investment Strategy, Research & Investment Solutions at PATRIZIA.
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VideoVideo: 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.
