All Transport articles
-
White papersWithout fast charging there is no electric vehicle rollout
Transportation is a major contributor to greenhouse gas (GHG) emissions. With the solutions at our door in the form of electric vehicles, ensuring their continued adoption is contingent on having the necessary fast charging network infrastructure to help consign internal combustion engines to a chapter in history.
-
White papers
Car parks: real asset’s rough diamond
Car parks offer investors a great deal: proven resilience and an attractive risk-return profile. They also appear to be future-proof as they will facilitate decarbonisation by providing EV-charging facilities and increasingly act as inner-city hubs.
-
White papers
Key Goods Inflation Measures Waning
Key goods inflation measures appear to be waning as supply chain index, transportation backlogs, and transportation costs fall from recent highs.
-
White papers
Where Will Job Markets Be Tightest?
Waiting for the U.S. Labor Force Participation Rate to rebound? Demographic trends and the graying population will likely make a full return difficult to achieve.
-
White papers
Industry trends: Brown to green – sustainable aviation fuels
Multiple disruptions are shaping the infrastructure sector, including the global net zero focus, funding shifts driven in part by government stimulus packages and digital transformation. In our Infrastructure Outlook report, we highlight some of the areas that we believe investors will hear a lot about.
-
White papers
Navigating The Macro Environment
The economic cycle is turning and investors of all stripes are reassessing which asset classes they are exposed to.
-
White papers
Why Everyone’s Talking About… The Energy Transition
Since Russia’s invasion of Ukraine earlier this year, many countries – but especially those across Europe – have received a wake-up call when it comes to energy supplies. The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?
-
White papers
Infrastructure: Why Investing Over The (Very) Long Term Is Worth The Wait
For investors willing to commit for 15 or more years, the financial and non-financial rewards from essential infrastructure assets are compelling
-
White papers
A Journey to the Heart of the Sustainable City - Episode 2
At the heart of social and societal issues, cities and urban areas are some of the drivers of climate change, causing collateral damage to biodiversity, resources, air and health.
-
White papers
The road ahead for transportation infrastructure
Transport infrastructure experienced an unprecedented decline during the Covid-19 pandemic. As the world emerges from a series of lockdowns, traffic on toll roads returns more quickly than rail or air travel. Overall volume-sensitive transport continues to re-gain ground from the cyclical rebound. Investors seem to have turned the corner and see the impact on the sector as transitory rather than permanent. But what are the long-term structural trends behind the revival in investment deal flow and some of the biggest buyouts in transport infrastructure?
-
White papers
Driving toward a Greener Future
Climate change is disrupting the global economy and affecting everyone. The transition from fossil fuel vehicles to electric vehicles (EVs) is often considered a critical step in decarbonizing the global transportation system. The adoption of EVs has accelerated over the past few years. Since 2012, global EV sales have grown at a CAGR of 56%.
-
White papers
ESG in Pharma: Has the ‘S’ Reached a Turning Point?
Increased regulation and heightened competition are transforming the pharma industry’s behavior when it comes to the pricing and availability of medicine.
-
White papers
Unlocking the mid-market premium
In the following interview, Alessandro Merlo discusses the top factors which make infrastructure debt an attractive investment opportunity today, the most interesting deployment opportunities within the mid-market, amongst other key themes shaping the infrastructure debt market.
-
Blog
Net Zero transition and hydrogen: believe the Hype?
Since 2015, a growing fleet of hydrogen taxis has clocked up more than 6 million km in the Paris area, transporting over 800,000 passengers. The electric vehicles’ livery is unmistakable, with a clouds-on-blue-sky design catching the eye.
-
White papers
Kishidanomics: Propelling Japan towards the digital future
Swift actions were the approach Prime Minister Fumio Kishida took after assuming the leadership role. From calling a snap election to the size of the economic stimulus package, his decisions seemed like a race against time. So far, they have exceeded market expectations.
-
White papers
The wheels of a Circular Economy go round and round - N°2 The automotive sector: ready to step up a gear
The automotive sector has known a deep transformation over the last two decades. First, because the EU legislation has pushed automakers to better treat end-of-life vehicles by imposing high recycling, reusing and recovering rates. Secondly, because the fight against climate change and the rise of electrification are questioning the whole business-model and thus, companies have to reinvent themselves.
-
White papers
Looking ahead - Infrastructure outlook for 2022
The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
-
White papers
EV lover, she’ll take your heart because it’s greener: A lifecycle comparison between electric and combustion-engine cars
Road transport is one of the largest contributors to global warming. Its decarbonisation will therefore have a significant impact in the fight against climate change..
-
White papers
An investor’s perspective on the UK’s Net Zero Strategy
Darryl Murphy assesses the implications and opportunities for infrastructure investors.
-
White papers
Middle-Market Opportunities in 2021
The infrastructure asset class continues to attract strong interest from investors
