All articles by Christopher Walker
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News
Maritime outlook at sea as Iran conflict escalates
US military strikes on Iran throw up more questions, centred on the Strait of Hormuz
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Analysis
Mansion House Accord brings hope to UK’s institutional real estate industry
Timing of pension fund pledge could be critical
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Analysis
US energy sector shows staying power
Amid the upheaval from new US policy, Christopher Walker finds investors hopeful that favourable secular trends will ultimately prevail in the energy sector
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Special Reports
Data centres: Build it and (regulators) will come
Data centres’ high energy consumption is attracting the attention of regulators in Europe and the US, but with radically different outcomes. Christopher Walker reports
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Interviews
Bouwinvest targets international investors for next phase of growth
Amid changes in the Dutch pensions industry, Bouwinvest has big plans to attract international investors. Christopher Walker speaks to CEO Mark Siezen
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Special Reports
Power to the processors: data centre boom continues post-DeepSeek
Investors are moving beyond the ‘DeepSeek moment’ to grappling with the energy challenges of the data centre boom. Christopher Walker reports
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Special Reports
Boston Consulting backs growth outlook for data centres
The latest infrastructure report from Boston Consulting shows how a ‘perfect storm’ is brewing in data-centre investment. Christopher Walker speaks to author Alex Wright
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Special Reports
Infrastructure’s AI imperative
Adoption has been slow, but AI has the potential to revolutionise the way infrastructure is designed, constructed and maintained. Christopher Walker reports
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Analysis
Analysis: Infrastructure investors grapple with unprecedented uncertainty
“You just can’t make firm decisions in this environment” – warning ahead of Trump’s ‘liberation day’
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Analysis
What Germany’s €500bn plan could mean for infrastructure investors
Infrastructure and defence spending programme could be a ‘game-changer’ for private capital
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Interviews
Louis-Simon Ferland: Sticking with sheds
The founder and CEO of Boreal IM reveals how logistics investors can still find opportunities in an economically depressed, over-regulated European market.
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Analysis
DeepSeek, what’s the outlook for data centres?
Will the data-centre boom continue after DeepSeek? Christopher Walker invokes Jevons paradox
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Special Reports
Does an ageing Europe create opportunities for real assets investors?
Europe is in the midst of a major demographic shift. Christopher Walker reports
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Special Reports
What does the ageing of 80m baby boomers mean for real assets in the US?
America is getting older and has witnessed a significant shift in its demographic landscape
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Analysis
MIPIM 2025 preview: Look both ways
The international real estate industry faces a crossroads as it convenes in Cannes
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Analysis
Does DeepSeek upend digital and energy infrastructure strategies?
Chinese AI breakthrough raises questions for headlong rush to build hyperscale data centres
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Analysis
Energy transition: the state of play as Trump seeks to withdraw from Paris accord
Progress has been made on decarbonisation, but far more needs to be done to achieve targets
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Interviews
Low Carbon: ‘to make a lasting impact on climate change’
The investment firm is pushing the boundaries in building renewable energy capacity, despite multiple headwinds
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Special Reports
PSP Investments: Natural capital perfect match for pension funds
Marc Drouin explains to Christopher Walker why PSP Investments has allocated so much capital to agriculture and timber
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Special Reports
Campbell Global: Headed for the trees
CEO John Gilleland tells Christopher Walker why institutional investors will continue to take cover in timberland