As the global interest rate cycle shifts, what strategies can investors employ to seize capital opportunities? Over the past two years, high interest rates have caused a liquidity squeeze in private markets, but the tide is turning.

How is the use of artificial intelligence impacting the clean energy infrastructure industry?

Join LGIM experts as they discuss the risks and opportunities facing investors seeking to gain access to Europe's energy transition, with a particular focus on wind, solar, battery storage and hydrogen infrastructure.

Discussion topics include:
 

• The focus on energy independence: how will this…

Mawer explores the growing electricity demands of data centers stemming from artificial intelligence with Chris Silvestre, Analyst on the U.S. Equity Team. He shares insights from a recent research trip visiting data centers in Northern Virginia and discusses challenges around meeting power demands.

The FT looks at what the football World Cup means for the country, and what will happen to the stadium infrastructure and the future of the Fifa tournament.

Core infrastructure has experienced a step-change in investor interest in recent years. Even within infrastructure, which has been increasing its share of global investors' portfolios, core infrastructure has been one of the most rapidly growing segments.

Core infrastructure's high yield, defensive attributes, and…

This podcast focuses on the energy use of data centers, methods of renewable energy procurement and accounting of greenhouse gas emissions.

Demand for oil and other forms of energy, driven by AI and developing technologies, has pushed the growth of companies that support energy infrastructure.

Listen to the latest edition of Infrastructure Investor's Spotlight podcast with Nuveen's Don Dimitrievich to learn more about how infrastructure debt has become a critical part of capital solutions today, and why the strategy’s resilience in difficult economic conditions is seeing increased interest from investors…

Identifying both the short- and long-term drivers of change for real assets.

In the context of market volatility driven by high inflation, rising interest rates and (geo)political uncertainty, infrastructure debt has shown itself to be resilient. This asset class can offer investors relatively high and stable income over the long term and steady cash flows; its distinctive features can help diversify…

Mexico’s $7.5 billion interoceanic corridor aims to ease a major chokehold in a global shipping mess and rival the Panama Canal. The stretch of land extends 188 miles across the Isthmus of Tehuantepec connecting the Pacific and Atlantic Oceans. But will Mexico’s revived railway be a faster or cheaper option to alternatives…

The U.S. has been among the global leaders in installing fiber-optic cables, but in 2008, cable-laying company Huawei Marine Networks brought China into the ranks of global leaders in the industry.

In this episode of the All Angles podcast, seasoned portfolio manager Florence Taj provides fresh perspectives on why listed infrastructure should be on every investor's radar, and shares her unique insights on which long-term opportunities she invests in.

In 2022, the Indian businessman was the third richest man in the world but a short report at the start of 2023 saw the value of his listed companies fall by over $100bn. The fallout has spread beyond the markets and into politics as the story of Adani has become inextricably linked to Prime Minister Narendra Modi's…

In this month's call, Sonja Laud, LGIM's Chief Investment Officer, outlines the next focus areas for investors going into the second half of 2023 in light of the recent agreement on the raising of the US debt ceiling.

Jim Chanos is the president and founder of Kynikos Associates. We cover his short thesis on the US Data Center REITs, his bear case for commercial real estate, and some broader wisdom on how management can thoughtfully respond to short sellers.

Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources of power and energy needs and have resilient local infrastructure. In this instalment, Martin Lennon and Ed Clarke of Infracapital discuss the…

Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity of traditional asset classes to generate attractive investment returns, the search is on for alternatives. Private assets are worth considering as they can improve returns, reduce risk and increase…

As the nation’s pipes and treatment plants age, water-main breaks and boil-water advisories are becoming increasingly common. WSJ explains how decades of disinvestment brought the country’s water infrastructure to a tipping point.