The surge in investor focus on generative AI (Gen AI) has led to one of the most powerful rallies in technology stocks in recent memory. We believe Gen AI is here to stay, but we also believe the rally overlooks listed infrastructure, where companies enable growth in data consumption, data centers and the power demand that is already supporting the technology.

Whether you’re an investor, investment manager, consultant or private wealth adviser, benchmarking your real estate portfolios has become increasingly important for most of you reading this column. (And the need for suitable benchmarking is only likely to grow in importance as investors add and assess infrastructure and other real assets in their portfolios.)

As societies look for ways to cut greenhouse gas emissions and slow climate change, large-scale solar power is playing a central role.

The world is undergoing a significant transformation driven by the electrification of the economy. This trend has the potential to span decades and has implications for different areas of the market.

In the wake of the Francis Scott Key Bridge collapse in Baltimore, engineering and infrastructure experts have emphasized the critical need for bridge modernization in the United States.