All articles by Christopher Walker
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AnalysisDoes a £4.7bn UK real estate fund merger reflect an existential crisis?
Why consolidation involving L&G and Federated Hermes is all about changes in the UK’s pension fund industry
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AnalysisIPE RA Real Estate Americas Briefing: Retail in the age of convenience culture
Occupancy rates at grocery-anchored centres have consistently outperformed non-anchored peers
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AnalysisWhat does the overhaul of the UK’s water industry mean for infra investors?
The government has responded immediately to a review of the UK’s troubled water sector
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AnalysisReal assets fund managers respond to EU nature credits roadmap
Roadmap well intentioned, but lessons should be learnt from the UK and carbon markets
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Analysis‘Big, beautiful bill’ supports US real estate but hits sustainability and renewables
President Donald Trump is delivering a radically new environment for real assets in the US
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AnalysisInvestors eye water security as critical asset
With the availability of water becoming a pressing global concern, investors are eyeing opportunities
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Special ReportsApollo on financing the ‘global industrial renaissance’
Harry Seekings and Olivia Wassenaar explain Apollo Asset Management’s ‘picks and shovels’ strategy to Christopher Walker
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Special ReportsFrenzied M&A activity reflects major trends in infrastructure
Christopher Walker explores the factors driving continued M&A activity among infrastructure managers – and finds a range of motivations
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Special ReportsAchal Bhuwania, Equitix: At the frontline of the infra boom
Chief investment officer Achal Bhuwania discusses Equitix’s rapid expansion amid global shifts in the allocation of infrastructure capital. Christopher Walker reports
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AnalysisGLIL infrastructure fund gears up for the next 10 years
As it marks its 10th anniversary, the UK infrastructure platform looks ahead to a new decade of growth and diversification
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AnalysisIPE RA Real Estate Americas Briefing: Looking for signs of a US slowdown
Looking for signs of a US slowdown in commercial real estate
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NewsMaritime 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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AnalysisMansion House Accord brings hope to UK’s institutional real estate industry
Timing of pension fund pledge could be critical
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AnalysisUS 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 ReportsData 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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InterviewsBouwinvest 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 ReportsPower 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 ReportsBoston 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 ReportsInfrastructure’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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AnalysisAnalysis: Infrastructure investors grapple with unprecedented uncertainty
“You just can’t make firm decisions in this environment” – warning ahead of Trump’s ‘liberation day’
