All articles by Christopher Walker – Page 3
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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
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AnalysisEnergy 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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Special ReportsBCI: A global partnership approach in renewable resources
In 20 years, BCI has built up a sizeable direct natural capital portfolio with strategic partners, Owen Martin tells Christopher Walker
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Special ReportsCampbell Global: Headed for the trees
CEO John Gilleland tells Christopher Walker why institutional investors will continue to take cover in timberland
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Special ReportsPSP 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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InterviewsLow 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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AnalysisWill Musk’s government cost-cutting agency add further pressure on US offices?
Department of Government Efficiency threatens to weigh down an already depressed sector
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AnalysisMr Tariff: implications of Trump trade policies for real assets
Christopher Walker examines the implications of looming trade wars for real assets investors
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AnalysisOutlook 2025: Infrastructure to power ahead?
Infrastructure could reach new heights in 2025, but political developments muddy the outlook
