All Infrastructure articles – Page 5
-
White papersSub-IG Infra Debt: Exploring Risk Spectrum for Insurers
Infrastructure debt has moved beyond toll roads to sectors like data centers and battery storage. For insurers, sub-IG infra debt can offer stability, yield and capital efficiency and can help achieve both financial and strategic objectives in today’s market.
-
White papersFarmland: The Red Thread – Alternatives Edition 2025/26
In an era marked by economic uncertainty, shifting global trade dynamics, and the search for resilient asset classes, US farmland is often viewed as an attractive investment consideration. With a market value estimated at over USD 2.2 trillion and more than two million farms across the US, farmland represents a large and relatively underexplored asset class.
-
White papersInfrastructure: The Red Thread – Alternatives: Edition 2025/26
Investor sentiment toward infrastructure has shifted decisively more positive in 2025. At a time when most private market asset classes remain well below their historic fundraising peaks, global infrastructure fundraising is on track to reach a new record this year
-
PodcastFrom Bricks to Bytes: The New Frontiers in Real Estate Investment
Real estate is transforming - fast. Operational intensity, and the rise of new sectors like data centers, life sciences and social infrastructure are reshaping the investment landscape.
-
White papersInfrastructure gains ground as investors seek steady private market returns
Rising tensions in globalisation and constraints to public and lending markets are enabling private capital to become a key driver of resilient, long-term infrastructure investment.
-
White papers2025 Annual Sustainability Report
Now in its second year as a combined publication, IFM’s 2025 Annual Sustainability Report brings together the UK Stewardship Code submission, Climate Change Report, and Sustainable Business Report into one integrated document, offering a clear view of our sustainability approach, actions, and impact.
-
White papersThe investment case for impact in infrastructure debt
Infrastructure debt is uniquely well positioned to deliver sustainability and impact objectives – and to align strong sustainability outcomes with the potential for resilient, long-term returns.
-
White papersStorage Takes Centre Stage in Redefining Grid Independence
As renewable energy continues to expand, its integration into existing power systems is [1] prompting a fundamental rethink of how grids are designed and operated. What began as a peripheral technology, supported by feed-in tariffs and subsidy frameworks, is now a cornerstone of modern energy systems.
-
White papersPrivate Infrastructures: perspectives and added value through active management
In an economic environment marked by a future outlook in which interest rates and inflation may be higher and more volatile, investments in private infrastructure assets are an attractive alternative for investors seeking stability of returns, a good risk-adjusted return trade-off, and diversification of their overall portfolios. This report examines how active management in private infrastructure can enhance the value generated by this asset class.
-
White papersNatural Capital investor views
Summary findings of a qualitative study into attitudes and behaviours of global fund selectors in respect of Natural Capital.
-
White papersUnlocking the ‘missing middle’: Investing for growth and powering the energy transition
We share real-life examples of mid-market platforms in which we have invested – and that represent a key opportunity to capture the resilience and high-return potential of energy transition infrastructure.
-
White papersBuilding the future: Advances in AI infrastructure for autonomous agents
The evolution of AI infrastructure for autonomous agents is reminiscent of the transformative impact that Transmission Control Protocols (TCPs) and other foundational protocols had on the early internet. Just as TCP/IP provided the essential framework for reliable data transmission and communication across diverse networks, modern AI infrastructure is laying the groundwork for autonomous agents to operate seamlessly and efficiently in complex environments.
-
White papersBeyond quartiles: The alpha reckoning in private markets
Can your fund manager really generate alpha, or just ride the market tide? For decades, private market investors have wrestled with a deceptively simple question, is my fund manager truly skilled, or just riding the wave of the market tide?
-
White papers‘Why Now?’ for Listed Infrastructure
Listed infrastructure has matured into a recognised core allocation for sophisticated investors. Once considered a niche alternative, it is now often viewed as an integral part of multi-asset portfolios, providing a unique blend of return, stability, and structural growth. Here we highlight why moderating macro pressures and enduring structural growth drivers reinforce the strategic role of the asset class now.
-
White papersSolid foundations: The case is building for infrastructure equity
In this article Viktor Dietrich, Research Director for infrastructure, venture capital and natural capital, revisits the case for investing in European infrastructure equity. He suggests reasons why small-to-mid-sized opportunities should feature prominently on investors’ radar.
-
Asset Manager NewsL&G NTR Clean Power Fund acquires 105MW Irish solar project
The acquisition increases the Fund’s total capacity in Ireland to more than 430MW and marks its tenth acquisition
-
White papersPrivate Markets 700: The global investor barometer - An era of expanding possibilities
Private markets are entering an era of expanding possibilities. Our latest Private Markets 700 research - drawing on the views of more than 700 institutional investors worldwide - reveals that investors are asking for more from their private markets portfolios, tasking them with delivering on a wider set of objectives than ever before.
-
Asset Manager NewsNTR completes on an initial €65 Million Financing Deal with Rabobank and Siemens Financial Services
Funding will enable the construction phase of Irish ready-to-build solar and BESS co-location portfolio for the L&G NTR Clean Power (Europe) III Fund
-
Asset Manager NewsFranklin Templeton forms strategic partnership with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to expand infrastructure solutions for Private wealth
Franklin Templeton forms strategic partnership with Copenhagen Infrastructure Partners, DigitalBridge, and Actis to expand infrastructure solutions for Private wealth
-
Asset Manager NewsOBRAMAT will cover circa. 30% of its annual electricity consumption with solar energy thanks to its agreement with NTR
OBRAMAT will cover circa. 30% of its annual electricity consumption with solar energy thanks to its agreement with NTR
