Institutional insights

  • Adding value through active engagement

    The past decade has seen profound changes in the asset management landscape: a shift from active to passive strategies and the rise of sustainable investing (SI). We explore the impact of this and how active management can still add value. More

  • Innovation paper 5: Technology / Perception

    The next decade could bring great change as the conventional energy landscape faces challenges from shifting consumer perceptions, renewables, storage and an abundance of cheap gas. How should infrastructure investors respond to this? More

  • Innovation paper 4: Technology

    Rapid technological change is affecting all aspects of our lives. We investigate data centers as they provide a diverse, albeit specalized corner of the real estate and infrastructure universe. More

  • Innovation paper 3: Demographics

    Small living, shared living - is this the future of how we live? With cities set to host more people than ever, living space is increasingly a luxury. By choice or by change, broader structural forces are altering the way we live. More