


Decarbonising Real Estate
From apartments to offices and data centres, real estate accounts for nearly 40% of global CO2 emissions. At the same time, real estate is central to the climate change discussion: where will we still be able to live and work safely?
Mega-trend Digitalisation
The global economy is being reshaped by digitalisation. This trend offers significant investment opportunities in infrastructure. Read our mega-trend report on digitalisation.
Asset Allocation Outlook May
US import tariffs continued to dominate financial markets in April. Although President Trump quickly scaled back the tariffs uncertainty remained high. The uncertainty raises the question of whether it’s still possible to avoid a recession in the US.
Mind the Gap
De kloof in waardering tussen de VS en de rest van de wereld is uitvoerig besproken, en er zijn tal van verklaringen waarom zo'n kloof bestaat.
Accelerating Change in Infrastructure
Infographic on accelerating change. How to accelerate the energy transition? We engage with today’s polluters to help them become the infrastructure leaders of the future.
Carbon pathway framework in practice: winners vs losers
Our investment strategy combines data and ESG factors for alpha (generating returns). In our whitepaper we will outline how we use our framework to distinguish the “winners” from the “losers” in the energy transition.
Physical Risk
Watch the video in which Jags explains what the environment, particularly climate change, actually does to a company and why this is important for infrastructure investors
Our Social Framework: Global Listed Infrastructure
In the investment landscape, it is crucial not to sideline the ‘S’ or the Social component when discussing and analyzing ESG. This component bears significant long-term financial materiality that is often overlooked.
A.I. meets Infrastructure: data storage, energy efficiency and investments
The AI revolution is transforming data centers into a booming business. This propels sustainable innovation and growth with numerous investment opportunities in the infrastructure space on the horizon.
Key themes to note in infrastructure investing
In our forward looking report we consider the impact of tarrifs, inflation and global policy shifts on infrastructure as an asset class. We also deep-dive into some new opportunities created by the mega-trends such as energy security and digitisation