All Infrastructure articles – Page 5
-
White papers
Global infrastructure: Listed securities offer opportunities
Our complex framework of roads, waterways, utilities and airports must be maintained and expanded to meet evolving global needs. In the past, government has been largely responsible for creating and maintaining infrastructure. However, private funding has become an increasingly important resource as governments find themselves unable to cope with the challenges of modern infrastructure. Thus infrastructure has transformed from something that consumes tax dollars to a potential investment opportunity.
-
Podcast
The Future of Renewables
We consider continued renewables expansion in developed markets and explore the themes of repowering, overpowering, co-location and grid capacity constraints
-
White papers
Infrastructure debt – Financing a sustainable future
Private capital can be vital in meeting net zero emissions goals. This includes infrastructure debt which can be an attractive way for investors to achieve their long-term return and income objectives and at the same time help finance the assets needed urgently to support the transition to a low-carbon economy.
-
Asset Manager News
EdR REIM acquires fully refurbished logistics/light industrial asset in Augsburg
Edmond de Rothschild Real Estate Investment Management (REIM) has acquired Lichthallen, a fully-refurbished logistics / light industrial asset located in Augsburg, Germany for its Euro Industrial Real Estate Strategy from BEOS AG, a subsidiary of Swiss Life Asset Managers in Germany. The acquisition was carried out by Edmond de Rothschild REIM’s German team based in Frankfurt.
-
Asset Manager News
Actis-Led Consortium Acquires Telecom Tower Portfolio In Western Balkans
An Actis-led consortium has acquired the macro tower portfolio of Telekom Srbija, a leading telecommunications operator in the CEE region, across Serbia, Bosnia & Herzegovina and Montenegro.
-
White papers
Battery storage in the energy transition
Institutional Investing in Infrastructure (i3): article extract
-
White papers
2024: A year to be active in infrastructure
Despite initial fears of recession and volatility in 2023 due to high rates, inflation, and geopolitical tensions, global equity markets returned an incredible 20% for the year overall.
-
White papers
Plus ça change… The outlook for infrastructure debt in 2024
Infrastructure demonstrated characteristic resilience in 2023 in the face of significant macroeconomic headwinds. Darryl Murphy from our infrastructure team explains why he expects current themes to persist in 2024.
-
Research Report
2023 Sustainability Report
Brookfield Asset Management is a leading global alternative asset manager. We manage over $925 billion of capital on behalf of more than 2,300 global institutional clients. We draw on our 100+ year heritage as an owner and operator to invest for value and seek to generate strong returns for our clients across economic cycles.
-
White papers
Sustainable supply chain opportunities take center stage
Given the backdrop of the Inflation Reduction Act’s passage in 2022, 15 months later this historic legislation is supercharging a resurgence of US manufacturing, particularly by supporting supply chain industries that facilitate the decarbonization of power generation and the broader economy.
-
Podcast
Estonia - The transition of a country’s power mix
Alastair Neill of Igneo discusses the challenges and the progress made with Priit Koit, CEO of Utilitas Group
-
White papers
Where next for the European rooftop solar market?
Despite macro headwinds, we see significant growth potential - but how transferable is the American model?
-
White papers
Keynote interview: The outlook for the energy transition
From traditional renewables to emerging technologies, Richard Nourse of Schroders Greencoat, Ashwin West of BlueOrchard and Jerome Neyroud of Schroders Capital, explain how the world is progressing against climate targets, in an article originally published by Infrastructure Investor magazine.
-
White papers
2024 Infrastructure outlook: Answering five tough questions from infra-skeptics
Private infrastructure had a challenging 2023. Although performance remained relatively stable, fundraising is at the weakest levels in 10 years, while deal volumes have fallen 40% year-on-year due to wide bid-ask spreads. High interest rates, mixed economic outlook, and geopolitical tensions continue to weigh on the industry.
-
White papers
Changing course: Creative a stable investment framework for offshore wind
Better market mechanisms and grid connection arrangements are essential to restore a stable investment environment in the offshore wind sector, as Nick Molho explains.
-
White papers
Beyond renewables – what’s next in greenhouse gas reduction?
Renewable energy has been one of the most popular target sectors for infrastructure investors in recent years. With the rising maturity of renewables, returns of traditional projects such as wind and solar have compressed significantly, typically offering single digit Internal Rate of Returns (IRR) in mature markets.
-
White papers
Managing infrastructure safety requires long-term focus
In complex infrastructure environments, a commitment to safety must be lived every day in order to provide a safe workplace, write Shannon O’Keeffe, Director, Social Sustainability, William Phillips and Nicholas Rivera, Senior Associates, Asset Management at IFM Investors
-
White papers
Tune out of the noise and into the trends to capitalise on Asia’s real estate potential
With commercial real estate in developed markets facing challenges, investors are increasingly considering other options.
-
White papers
Investment Outlook 2024: Infrastructure Equity
In our Schroders Capital Investment Outlook webinar series, our experts leveraged their extensive experience to guide you through investing across all asset classes of private markets. Hear our Infrastructure experts’ insights.
-
White papers
What does bank retrenchment mean for private credit investors?
Is bank retrenchment a myth? The GFC led to the introduction of Basel III, a set of financial reforms aiming to improve banks’ abilities to absorb shocks and increase their resilience against potential future crises.