All Infrastructure articles – Page 21
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Video
Can 5G Help Build a More Sustainable Future
We believe the higher speed, greater connectivity and lower latency enabled by 5G networks will unleash a range of technologies that can play a critical role in realizing the UN Sustainable Development Goals.
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White papers
COVID and beyond: Why the greenfield data infrastructure boom is set to continue
The global pandemic may have accelerated demand for data infrastructure, but the underlying drivers behind the growth of data centre markets go far beyond short-term factors, explains Laurence Monnier.
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Video
What Are the “Killer Applications” of 5G?
We think there will be 5G-enabled “killer apps” in just about all aspects of life and every industry, which is why we believe that it takes a research capability covering all sectors to invest in this theme.
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White papers
Are infrastructure investors ready for rising climate-related risks?
On 7 June 2021, the G7 agreed to make climate reporting mandatory, in line with the recommendations of the global Taskforce on Climate-related Financial Disclosures (TCFD).
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White papers
Renewable energy trends in Europe
Capital Dynamics shares its perspective and insights on how the global energy infrastructure landscape has evolved and why there is reason to be optimistic about the opportunities for renewables in Europe.
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White papers
The complexity premium in infrastructure debt
We believe the return advantages offered by private assets are about more than just illiquidity. Here we discuss how infrastructure debt secures better returns through complexity.
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Video
Is Asia the next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
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White papers
European infra debt: An investment for the post-Covid era
While not immune to the consequences of Covid, infrastructure debt proved to be a resilient asset class in 2020 by continuing to generate stable income throughout the year. Key sectors such as telecommunications and utilities encapsulated this resilience through the essential nature of the services provided.
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White papers
Rating game: Getting the measure of infrastructure equity risk
Unlike liquid markets and real estate, a lack of publicly available data has made assessing risk more challenging for infrastructure equity assets.
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White papers
Infrastructure debt, an asset class that mature and diversify
Infrastructure debt has demonstrated its ability to withstand the health and financial crisis. While some sectors have been more affected than others, on the financial instruments side, specialists are seeing a good return to normal.
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White papers
Data Centres: A Focus on the Tenants
As data centres become an increasingly attractive investment opportunity, it’s important for investors to understand the types of organisations that are driving demand for these facilities.
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Asset Manager News
KGAL commits to being climate-neutral asset manager by 2021
As part of a new climate strategy, one of the leading German asset managers is also targeting net zero emission portfolio by 2050
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Asset Manager News
KGAL continues growth in the Polish renewables market with third wind farm purchase
Investment region CEE also in focus for upcoming new fund
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White papers
5 Growth Themes Shaping the Future
New technologies can unleash a cascade of growth across multiple industries, and we expect a number of growth themes to gain the attention of investors in the decade to come. Here are five of them.
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White papers
Green News & Views: REPM Multi-Manager Infrastructure’s 5 pillars for responsible investing
Infrastructure and ESG: two sides of the same coin
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Asset Manager News
Consortium led by Ecorodovias and GLP wins Brazil highway concession
BR-153 Highway will be managed by consortium that will invest BRL 7.8 billion in infrastructure improvement works over the next 35 years
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White papers
How to invest in the energy transition with infrastructure debt
The shift from fossil fuels to renewables is one of the most important investment themes of the century. Infrastructure debt allows investors to drive the essential change while generating income in a low rate environment.
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White papers
A good investment of energy
Green hydrogen is hailed as an alternative to fossil fuels. A project starting in a small German village could be a vital proof point on the path to a hydrogen-based economy.
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White papers
Invest in the world you want to live in
Climate change investing is about identifying companies that improve our lives, minimise our footprint, and perform well financially.
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White papers
Data Centres: Evolving with Innovation
The speed of technological innovation might be best demonstrated by considering the incredible increase in data used in our everyday lives.