Digital infrastructure investments have demonstrated resilient demand, growth tailwinds and returns. This excerpt is from a research paper which explores investment opportunities across fibre networks, mobile towers and data centres.
Our Real Assets Team has completed a research trip conducting over 20 meetings with Australian and North American managers to explore the benefits of including…
In part two of this series, we analyse performance to date and the future outlook across US, Europe/UK and Australia. We continue to see opportunities…
In this two-part series, we examine property fundamentals and macro factors influencing various geographies, along with key metrics that underpin supply and demand. Plus our…
We take a deep dive into the Australian renewables market, looking at current and historical issues, regulatory changes required, and opportunities for investors. We also provide a table of recent transactions.
The growth of intermittent generation, increasing grid stress and reductions in the cost of storage provides an attractive outlook for battery energy storage systems. We…
Both real estate and infrastructure sectors have experienced one of the strongest fundraising years on record. We expect market volatility to slow current record-setting trends…
Our Real Assets Team has completed a ‘virtual’ research trip to Europe exploring energy transition as a major infrastructure thematic of the future. This edition…
Our Real Assets Team has completed a ‘virtual’ research trip to Europe exploring energy transition as a major infrastructure thematic of the future. This edition…