Infrastructure

The importance of the infrastructure asset class is increasing continuously: transportation, energy and communication projects as well as social infrastructure properties are of great social importance and have a sustained need for capital.

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Clean power infrastructure: Energy security moves to the foreground

In this update, we explore how disruption to global energy flows potentially bolsters a case for taking a less homogeneous approach to related infrastructure.

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Chart of the month: Data centres, beyond the AI noise

Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it.

Developments Energy Infrastructure Markets

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Re-focusing on data centres with Kao Data

In the second instalment of our blog series on data centres, Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure at L&G, cover these assets from an investor’s standpoint while taking a long look at the future.

Energy Infrastructure Markets

CommentWeekly

Power, power, power instead of location, location, location

The AI boom is changing the real estate economy: where grid capacity becomes scarce, secure access to electricity increases in value – and capitalizes on the price of land.

Cases Energy Infrastructure Markets Real Estate

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Focusing on data centres with Kao Data

In the first of this two-part blog series, we sit down with Spencer Lamb, CEO of Kao Data, and Matteo Colombo, Managing Director of Digital Infrastructure at L&G. The pair talk partnership and why it's critical to shine a light on data centre assets.

Infrastructure Markets Real Estate

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Five asset classes, one data center

The AI boom is devouring immense capital for data centers and infrastructure, for example, which is reflected in very different segments of the portfolio. For institutional investors, the question arises as to whether this allocation allows sufficient conclusions to be drawn about the actual risks.

Cases Energy Infrastructure Private Debt Real Estate

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Clean power: A market in transition

Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by country, by technology, and by contract structure. Here, expertise is increasingly rewarded, and specialist underwriting is critical.

Energy Infrastructure Markets

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The energy transition needs noise protection – especially for large BESS plants

Rau Geosysteme Süd calls for noise protection for the energy transition, especially for large BESS plants. Inverters and aggregates cause significant emissions; the demand for noise protection is booming. Modular solutions can also be retrofitted.

Energy Infrastructure Statements

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Open- vs closed-ended funds – do the returns differ?

As more investors seek exposure to private markets, we examine whether the choice between open- and closed-ended funds matters for performance.

Developments Infrastructure Real Estate

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When volatility becomes a business model in infrastructure investments – the example of battery storage

Battery storage is currently the most visible proxy for the role of infrastructure shifting for investors. Falling costs, rising electricity demand and volatile energy markets are reinforcing this development.

Cases Energy Infrastructure

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Infrastructure is no longer boring – and do investors also want excitement?

The asset class is changing. Have the expectations of investors done the same?

Cases Infrastructure

CommentWeekly

Infrastructure Investments: The Cat and the Sack

Why merchant risk is not a flaw, but must be designed

Cases Infrastructure

Infrastructure

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