The debate over artificial intelligence has taken a sharp turn. Initial exuberance over AI’s transformative potential sparked investor fears of an AI bubble. But that concern has now been overshadowed by anxiety that the AI juggernaut will steamroll large segments of the global economy.
Achmea Real Estate has raised nearly € 1.2 billion in new investment capital so far this year. Most of this capital comes from clients looking to expand their investments in residential real estate further. Of this amount, € 65 million will be invested in the Achmea Dutch Residential Fund. New mandates have also been received by the healthcare real estate fund and the retail fund.
In this note, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, examines the reported damage to Qatar’s Ras Laffan LNG terminal - a facility responsible for around 20% of global imported LNG - and the shockwaves it has sent through energy markets. He also highlights how rapidly expanding LNG capacity in the US and Canada positions North America to play an increasingly important role in supporting global supply in the years ahead.