All articles by Christopher Walker – Page 2
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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 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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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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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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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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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 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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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 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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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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AnalysisAnalysis: 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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AnalysisWhat 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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AnalysisMIPIM 2025 preview: Look both ways
The international real estate industry faces a crossroads as it convenes in Cannes
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Special ReportsWhat 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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Special ReportsDoes 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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AnalysisDeepSeek, what’s the outlook for data centres?
Will the data-centre boom continue after DeepSeek? Christopher Walker invokes Jevons paradox
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InterviewsLouis-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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AnalysisDoes DeepSeek upend digital and energy infrastructure strategies?
Chinese AI breakthrough raises questions for headlong rush to build hyperscale data centres
