Infrastructure Taking flight: Infrastructure debt is a growing investment opportunity, backed by strong macro tailwinds Infrastructure debt is an investment whose time has come, and the segment has seen increasing levels of activity in recent years.
Infrastructure Runway to the future: The aviation industry is headed full throttle toward digitalization, electrification and sustainability; but is it moving there fast enough? In the Jetsons-style universe that is fast becoming our reality, airlines have chief digital officers instead of chief information officers; commercial airplanes run on hydrogen or feedstock rather than jet fuel; and AI powers every aspect of the traveler experience. These innovations represent a larger transformation taking place within the aviation sector — a response to the growing need to modernize and decarbonize.
Infrastructure Taking a page from REITs: Considering the case for a standardized infrastructure investment vehicle In our view, there is a clear case for some form of standardized and likely simplified investment vehicle dedicated to infrastructure investments.
Infrastructure A positive outlook: Confidence in global listed infrastructure continues for 2024 and beyond After a year in which defensive stocks suffered disproportionately from the higher-for-longer rate narrative, we believe listed infrastructure is attractively valued to start 2024.
Infrastructure Valuation is as valuation does: Why the industry needs a coordinated approach Valuation concerns have been top of mind for most property investors for nearly two years. Infrastructure investors would do well to consider the valuation challenges plaguing the commercial real estate industry.
Infrastructure The case for European infrastructure: The region continues to prove attractive for investors amid a competitive global market We believe the European infrastructure market continues to present an attractive exposure for investors, even when compared with markets offering attractive financial incentives, such as those available under the Inflation Reduction Act (IRA) in the United States.
Infrastructure Maximizing solar income in the U.S. market While U.S. solar development, up to now, has been concentrated in states such as Texas and California, the Inflation Reduction Act has expanded opportunity in other areas.