Â鶹ӳ» Analysis – Page 11
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AnalysisDeglobalisation and real assets investing
Cracks in the post-war world order are prompting investors to start thinking about the future of global real assets investing. Florence Chong reports
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AnalysisData centres turn to nuclear to feed the power demand of AI
AI is so power-hungry that tech companies are turning to nuclear to power their data centres. Florence Chong reports on the new data-energy race
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AnalysisOpportunities for data centre investment in the face of growing demand
Tania Tsoneva assesses the opportunities and challenges posed by data-centre investment today
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AnalysisAddressing the demand for European residential real estate funds
People, government and investors all want more housing. Christopher Walker explores the growing market for European residential funds
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AnalysisAirport investments return along with rising passenger numbers
Air travel has rebounded since the global pandemic, and airports are once again changing hands. Florence Chong reports
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InterviewsGresham House's Olly Hughes makes the case for sustainable timber
The Gresham House managing director warns against overlooking sustainable timber amid today’s new wave of natural capital. Interview by Lauren Mills
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NewsCapital Raising Briefing: UK PM demands more private sector investment in climate change
UK pension funds step up commitments to green energy
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AnalysisOptimism returns to Expo Real but questions remain about market recovery
Investors in Munich try to predict the nature of the ‘next chapter’ of the asset class
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AnalysisPCRAM: the climate risk methodology infrastructure investors need to be aware of
Devised by IIGCC, the methodology evaluates the cost of ignoring climate risk
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AnalysisWhat the EU AI Act means for real estate
Nikodem Szumilo and Thomas Wiegelmann outline the implications for the EU’s efforts to regulate AI
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AnalysisIs now the time to look at developed market REITs?
With interest rates high – but cuts on the horizon – is now a time for investors to revisit developed-market REITs? Razak Musah Baba explores
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InterviewsInterview: Jim Clayton on the collision between real estate and infrastructure
The Schulich professor explains why the merging of real estate and infrastructure needs to be understood
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InterviewsHow Texas TRS capitalised on the spread between public and private real estate
US pension fund set up tactical REIT strategy to take advantage of public-private arbitrage opportunity last year. Christopher Walker talks to the architect
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AnalysisThe Big Story: real assets under Trump 2.0
Polling is on a knife-edge, but what would a second Trump presidency mean for real assets? Christopher Walker investigates
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AnalysisGuest viewpoint: The EU extend ‘radical change’ to REIT regime
Rogier Quirijns takes a leaf from Mario Draghi’s report and calls for a more competitive REIT regime for the EU
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AnalysisThe UK seeks to ignite a ‘big bang’ and adopt the ‘Canadian model’
Will a ‘big bang’ pensions reform enable the UK to adopt the ‘Canadian model’ and direct billions of pounds into infrastructure? Christopher Walker and Richard Lowe, report
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InterviewsMike Sales: ‘balancing macroeconomics with long-term tailwinds’
Nuveen is rapidly deploying capital into the energy transition as part of its $184bn real assets platform
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AnalysisCan Labour lead an urban revival in the UK?
The new government is targeting co-ordinated initiatives in planning, housing, R&D and transport
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AnalysisRevised Energy Performance and Buildings Directive: As easy as EPC?
The EU has introduced multiple revisions to the Energy Performance and Buildings Directive. Seán Kilbane looks at what this means for investors
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AnalysisCity Focus: Back to work for Toronto
The city is grappling with an infrastructure funding gap and a post-COVID-19 hangover in its downtown. But the future is far from bleak, finds Joel Kranc
