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Artificial intelligence infra ET24
AI’s rise imperils the energy transition, but it could also be part of the solution, writes Christopher Walker.
Yttrium mining
Difficult-to-source materials are necessary to build the infrastructure that will decarbonise the world, but sustainability issues abound, writes Beth Ure.
Pumped storage hydropower
Pumped storage hydropower has plenty of potential, particularly for countries such as the UK where flexible capacity is so important, writes Christopher Walker
CAPM may be ‘one of the founding frameworks of modern finance’, but for determining the net asset value of unlisted infrastructure it is terribly inadequate. Frédéric Blanc-Brude, the director of the EDHEC Infrastructure Institute explains why and offers an alternative.
The answer is ‘yes’, writes Pontoro’s managing director of private markets products, especially if the objective is to reap maximum benefits when combining it with digital asset technology
The Impact Investing Institute’s policy and strategy director Bella Landymore on impact evolving to become a core part of investment decision making.
Attracting private market commitments remains a challenge for the continent. Does the AfDB’s new fund have the solution? Elisabeth Jeffries investigates.
Which is why Schroders Greencoat has launched a fund with DC investors specifically in mind, says the firm’s portfolio manager.
The technological revolution in digital infrastructure provides considerable opportunities for investors, reports Christopher Walker.
There’s no question that two major consolidation deals caught many by surprise, but whether they indicate a tectonic shift in the market remains to be seen, says Blackcastle's Martin Schwarzburg.
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