All Real Assets articles in July/August 2024 (Magazine)
View all stories from this issue.
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Special ReportsTop 100 Infrastructure Investment Managers 2024
The fund management industry has surpassed €2trn in assets under management, writes Richard Lowe
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Opinion PiecesIPE Real Assets July/August 2024: The links between energy, data and nature
Assets under management (AUM) of the 100 largest infrastructure investment managers have risen to €2.2trn – from €1.98trn last year – according to the latest IPE Real Assets ranking. The industry is consolidating as well, led by the ongoing merger of BlackRock and Global Infrastructure Partners, which – based on current figures – would create a giant with more than €150bn in infrastructure AUM.
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Special ReportsActis: Sustainable infrastructure specialist gets General Atlantic backing
Actis is being acquired by General Atlantic. Michael Harrington tells Florence Chong what the merger means for the sustainable infrastructure fund manager
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Special ReportsWater insecurity in Africa comes in many forms
The water crisis in Africa varies in nature across the continent. There are a range of opportunities for investors, but there are many hurdles, finds Razak Musah Baba
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AnalysisAI is coming to real estate
Generative AI will become embedded in education and professional life. Organisations – including those in the real estate industry – need to get on board, write Nikodem Szumilo and Thomas Wiegelmann
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AnalysisAI boost for listed utilities
Listed utilities are poised to benefit from the rise of AI and its insatiable demand for energy. Florence Chong reports
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InterviewsParag Khanna: Mass migration will lead to ‘winners and losers’ among cities
Mass migration will lead to ‘winners and losers’ among cities, according to Parag Khanna. Christopher Walker reports
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Special ReportsDIF Capital Partners: Diversified approach to continue under CVC ownership
Established nearly 20 years ago, DIF now manages close to €18bn and has been acquired by CVC. Allard Ruijs tells Razak Musah Baba about its approach
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Special ReportsDoes Asia need to look to private sector for water resilience?
Changing weather patterns are elevating the region’s water problems. Florence Chong reports
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Special ReportsEnergy transition powers up infrastructure asset class
Energy transition is the fastest-growing part of the infrastructure asset class, fuelled by demand from governments, companies and investors. Christopher Walker reports
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AnalysisOn the move: Global migration and real assets
Migration can boost economies but also put a strain on infrastructure and society. Christopher Walker looks at the future implications for real assets
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AnalysisCity Focus: Back to work for Toronto
The city is grappling with an infrastructure funding gap and a post-COVID-19 hangover in its downtown. But the future is far from bleak, finds Joel Kranc
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Special ReportsI Squared Capital: Joining the dots between energy transition and digitalisation
Harsh Agrawal tells Florence Chong about targeting renewable energy and connectivity
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Special ReportsThe UK water security crisis is bigger than Thames Water
The UK water industry is in serious crisis. Christopher Walker explores the urgent need to restore trust for consumers and investors
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Special ReportsSocial infrastructure: New kid on the block
Social infrastructure is a fast-growing sub-sector of the asset class, fuelled by the indebtedness of the public sector. Christopher Walker looks at where it is headed
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AnalysisRevised Energy Performance and Buildings Directive: As easy as EPC?
The EU has introduced multiple revisions to the Energy Performance and Buildings Directive. Seán Kilbane looks at what this means for investors
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Special ReportsIFM Investors: Super patient capital
Rather than simply joining the race to invest as much as possible in renewables and data centres, Australian superannuation-owned IFM is taking a different approach, Kyle Mangini tells Florence Chong
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InterviewsWill the EU’s Nature Restoration Law open up new natural capital investments?
Christopher Walker explores what the new law could mean for institutional investors
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Special ReportsUS water industry faces two challenges – climate change and pollution
Christopher Walker looks at what role investors can play in US water security
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Special ReportsWater security: Singapore closes the water loop
The Asian city-state is a global testbed for water innovations, having turned recycled water into potable water. Florence Chong reports
