All Infrastructure articles – Page 23
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White papersPrime time: How streaming is reshaping film and TV
The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.
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White papersDisruptive technology in the COVID-19 era
Within the global economy, COVID-19 has acted as a formidable accelerator of trends driving disruptive technology. Valuations of information technology stocks have soared, raising questions about the extent of the rally. Guy Davies, chief investment officer for fundamental active equities, explains why this time may be different.
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People NewsKGAL enlarges Infrastructure capabilities with senior appointments
Increasing focus on new Energy Transition asset class
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White papersDisruptive technology – The drivers and the challenges
Disruptive technological change will continue to proceed along multiple dimensions, through innovations in products and processes as companies harness innovations from research and development in both the commercial and academic spheres, although the two are increasingly intertwined.
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White papers2020 versus 2008: What’s changed for European infrastructure debt?
Infrastructure debt is not immune to a severe economic downturn, but the global financial crisis has left the asset class stronger. We explain why.
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Asset Manager NewsGLP and CATL Announce Joint Venture to Expand New Energy Applications Aimed at Advancing Sustainability in Logistics and Transportation
Combined strengths from both companies to expand new energy initiatives in logistics and transportation through asset-as-a-service model
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White papersWeathering the storm with infrastructure debt
Investors looking to invest in assets that can stand the test of economic gyrations and come through crises such as the COVID-19 pandemic can find hope in the solidity of infrastructure debt – financial instruments used to fund projects involving large tangible assets such as power plants and roads, argues Karen Azoulay, head of infrastructure debt.
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White papersFibre broadband: The need for speed
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.
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White papersTop 10 with… Interview with Roland Hantke on Multi-Managers Infrastructure
Infrastructure is undergoing a seismic shift. Several years ago infrastructure funds would raise around USD 30-40 billion per year. Today this number is at the USD 100 billion3 mark and growing. Roland Hantke, Head Multi- Managers Infrastructure (MM INFRA) explains to us how infrastructure has evolved as an asset class and how MM INFRA is well positioned to cater for increasingly specialized client requirements.
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White papersBuild, build, build: the road to recovery and returns?
Infrastructure is in the spotlight as governments look to repair their economies after Covid-19. We look at how infrastructure equity works and where we see the best opportunities.
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White papersTalking Points – Infrastructure debt in a COVID-19 world, June 2020
When will infrastructure companies be able to get back to “normal”?
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Asset Manager NewsKGAL secures €100 million in infrastructure refinancing to enhance long-term return potential
Favourable market conditions create opportunities to optimise financing for 16 wind farms
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White papersHow to build back better, greener and faster: A 10-point plan for UK infrastructure
Boris Johnson has called for an ‘infrastructure revolution’ to help lift the UK economy out of its coronavirus-induced malaise. Private capital could and should play a large role alongside the public purse in delivering on that ambition, as Darryl Murphy sets out in a blueprint for the industry.
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White papersCommercial Aviation Market Improving, Recovery Time is Uncertain
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover.
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White papersMaturing renewable energy markets offer an incremental opportunity set
Historically, the typical risk profile of renewable energy investments has been determined to a high degree of regulation, intended to eliminate price risk through fixed feed-in tariff systems and volume risk through embedded priority to dispatch mechanisms. Together with the subsidy-like character of tariffs, this has been a major driver in the tremendous development of the European renewable energy investment market over the last 20 years. It moved renewable energy investments away from its niche presence within the infrastructure space and into the focus of the broader investment community as a stand-alone asset allocation.
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White papersThe EU Green Deal: shaping infrastructure impact investing
Generali Global Infrastructure (GGI) Managing Partner Gilles Lengaigne and Senior Advisor Stéphane Voisin, discuss how the EU Green Deal is consolidating GGI’s impact investment strategy and, more broadly, the historic opportunity for infrastructure investors to engage in outcome-based investment approaches.
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White papersInfrastructure in a post-COVID world – June 2020
COVID-19 and the end of infrastructure as we know it?
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White papersCOVID-19 and data infrastructure: Will demand translate into profit?
During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed. Laurence Monnier assesses how many of the trends we identified remain intact and whether the surge in demand for data services and infrastructure will translate into investment opportunities.
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Asset Manager NewsKGAL enters the Polish renewables market with a photovoltaics joint venture and the purchase of two wind farms
Leading independent investment and asset manager KGAL continues its systematic expansion in the renewable energy sector by investing in the growth market of Poland for the first time. A joint venture relating to the implementation of photovoltaics projects was established with a local partner in November 2019; while two wind farms have been successfully purchased, expanding KGAL’s presence in the onshore wind sector.
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White papersThe bright lights emerging in European infrastructure
We expect infrastructure investment to be a key tool in restarting European economies after Covid-19, especially as the under-investment in some key areas is clear.
