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Deep Dive

Although the UK has been host to some recent high-profile EfW deals, many in the sector are suffering with a myriad of construction and technological issues.
Services that support infra operations are an accepted part of investment strategies. Now, technology could be poised to replace physical assets completely
GPs are venturing into new sub-sectors as they diversify and chase higher returns. But do they have the skillsets to do so successfully?
As the extent of the pandemic became increasingly clear in early 2020, countries around the world restricted international travel and threw up hard borders. A general turn inwards economically accompanied this, with trade disrupted and nations understandably prioritising support for domestic businesses and individuals. In some ways, economic nationalism had already been a dominant theme before […]
In recent years there has been a surge in subordinated strategies. We examine what’s driving demand and how this might pan out in 2021.
This is the first story in a five-part series, in which we explore themes we believe will shape the year ahead The novel coronavirus caught even the most eagle-eyed of investors unawares in 2020, upending business cases and causing many to reassess the level of risk involved in what had been seen as rock-solid assets. […]
Helped by encouraging policies, Europe and Australia are leading the way in green hydrogen. We find out what this means for the energy mix and what role investors can play.
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Earlier this week, we revealed the world's top infra GPs; today, we reveal what some of them are thinking.
Will a no-deal Brexit stop you from investing in the UK? A no-deal Brexit is likely to negatively impact the UK, but a robust supply of assets with strong infrastructure characteristics remain and are less likely to be affected. No, but it may cause a reflective pause. The UK will continue to be an attractive […]
Which presidential candidate would be more conducive to infrastructure investment in the US? We’re looking to increase our renewables build-out, for which policy will be more supportive under a Democratic administration. In the short term, probably Trump, who may use infrastructure investments as a way to boost the economic environment. Over the long term, though, […]
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