All Special Reports
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Special ReportsSky’s the limit for trillion-dollar AI infrastructure buildout?
Institutional investors find themselves in a dizzying race to finance a huge development of hyperscale data centres and AI infrastructure. Christopher Walker and Richard Lowe report
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Special ReportsTop 100 Infrastructure Investors 2026: Assets break $1trn barrier
Aggregate value of infrastructure held by the top 100 asset owners rises by close to 15%
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Special ReportsDigitalBridge’s Maltais-Boisvert: “It’s not about capacity, but execution”
Managing director at digital infrastructure specialist tells Christopher Walker what it takes for investor-operators to get an edge in the AI goldrush
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Special ReportsInfrastructure investor survey 2026: Allocation targets set to rise?
Investors remain close to their targets for second year in a row
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Special ReportsPower and cooling: the dual challenge for data centre expansion
There is huge demand for data centres, but could the challenges of power and cooling constrain growth? Christopher Walker explores
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Special ReportsInfrastructure investor survey 2026: Core takes over from value-add
Regulation and valuations key risks identified by investors
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Special ReportsPeople power: Growing public opposition to data centres
Policy actions and public opposition threaten to pose significant curbs on data centre growth. Christopher Walker reports
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Special ReportsInfrastructure investor survey 2026: Asset class meets expectations
Infrastructure ‘does what it says on the tin’
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Special ReportsAI and the future of work: From job losses to office gains?
As more businesses adopt and invest in AI, hiring practices and job roles will change. Florence Chong examines what this means for office space demand
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Special ReportsInfrastructure investor survey 2026: Energy transition leads investment targets
Digital and transport infrastructure come joint second for new investments
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Special ReportsStudent housing: Seeking top marks (with help from AI)
As AI impacts the future of tertiary education, it is also increasingly being harnessed by student housing owners and operators. Isobel Lee reports
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Special ReportsInfrastructure investor survey 2026: Positions differ on sustainability and impact
Most investors have an explicit intention to make a positive contribution to energy transition and net zero
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Special ReportsCbus Super: Beyond the data centre
Rather than focusing on data centres alone, Australia’s Cbus Super seeks complementary investments across the digital value chain to ensure resilient cashflow – and is active both at home and abroad
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Special ReportsKLP: Keeping an eye on the infrastructure mix
Norway’s KLP has gradually built up its exposure to infrastructure, mostly in partnership with others. But the asset class and its sub-sectors – including digital infrastructure – are set to remain part of a wider mix
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Special ReportsClimate and nature pose interconnected risks for investors
Institutional real assets investors increasingly recognise the importance of integrating biodiversity considerations alongside climate risk into their investment decision-making. But what, asks Pirkko Juntunen, is holding back implementation?
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Special ReportsTop 100 Infrastructure investment Managers 2026
Total assets of the top 100 infrastructure investment managers more than double in five years
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Special ReportsThe challenge of scaling nature for economic return
Institutional appetite for investing in nature is growing, but more returns-based evidence is needed for investors to scale up allocations. Lauren Mills reports
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Special ReportsAllianzGI: Germany’s insurance giant targets energy transition
AllianzGI’s ‘four D’ strategy drives investments in battery storage systems and power grids
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Special ReportsMeridiam: French specialist eyes huge PPP pipeline
Meridiam urges investors to look beyond AI and data centres
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Special ReportsHow nature-friendly is clean energy?
The growing convergence of climate and biodiversity risks is reshaping how investors assess renewable infrastructure portfolios. Pirkko Juntunen reports
