


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
Vision on Asset Allocation February 2025
Read about how equity markets are currently being plagued by AI and the impact of import tariffs. Meanwhile, the US economy continues to advance, while the Eurozone experiences stagnation.
Sustainability in Action: Materials Transition - Tackling pollution and dependency
How can we mitigate further pollution and depletion of the Earth’s resources? And how can we reduce our dependency on a limited number of countries for critical raw materials? The materials transition can significantly contribute to a solution
Off the Beaten Path: Staying True to Dividend Investing
Over the past few years, we have noticed a remarkable shift: the dividend yield of global dividend strategies has been in decline. Increasing exposure to mega-caps with steep valuations has shifted the category away from high dividend yields.
Terres agricoles régénératrice: Gérer le risque climatique avec l’IA
Nous savons que le changement climatique peut présenter des défis pour les investisseurs agricoles. Alors, comment pouvons-nous utiliser l’intelligence artificielle pour atténuer ces risques ?