EV infrastructure: A fully charged opportunity
The global adoption of electric vehicles is critical to reach net zero. Opportunities to invest in the necessary infrastructure are wide-ranging, writes Christopher Walker
APG: Dutch pensions, global hotelier
Dutch investor APG has built up a €2.7bn hotel portfolio and remains bullish. Florence Chong speaks to Robert-Jan Foortse
Hotels: Time to check in or check out?
The global hotel industry has recovered since COVID-19, but it now faces a deteriorating macroeconomic picture. Florence Chong reports
IFM Investors: terminal velocity
The Australia-based infrastructure fund manager has sped up its ownership of global airports. Florence Chong reports
Airports: Can the recovery stay aloft?
The airport industry is striving to leave the disruptive days of COVID-19 behind. Florence Chong reports
Transport: Roads to recovery
The pandemic hit transport assets hard in 2020, but a revival of varying speeds is now underway. In this report we look at the outlooks for airports, aircraft leasing, toll roads, ports and shipping, rail, and electric-vehicle infrastructure
Airports: In for the long haul
They have been hit the hardest, but does a multi-billion-dollar takeover mark the start of a recovery for airports? Florence Chong reports
Aircraft leasing: Capital flight
The drop in air travel has affected airlines and aircraft lessors. But the aircraft leasing market is set to grow in the coming years, writes Razak Musah Baba
Shipping: Join the queue
A perfect storm of booming demand, port backlogs and labour shortages is creating challenges for shipping. Christopher Walker reports
Ports: No longer first port of call?
Recent disruption has highlighted that some ports need significant investment to keep up with the competition. Christopher Walker reports
Toll roads: Stay in lane
Toll roads have recovered after the initial effects of COVID-19. Florence Chong reports on a surprisingly resilient sector
EV infrastructure: Anyone got a charger?
The adoption of electric vehicles is growing fast, but the infrastructure needed to power them is playing catch-up. Florence Chong reports
Transport companies: All aboard infrastructure 2.0
Infrastructure investors seem in a rush to acquire transport companies
Rail: Essential for sustainable mobility
Infrastructure investors can play a central role in funding the expansion and greening of rolling stock
Case study: Montreal’s Reseau Express Metropolitan
Canadian institution CDPQ is funding the C$6.9bn project to build a light-rail network
Travel & Tourism: End of an era
COVID-19 has brought the golden age of international travel crashing down. Will it ever recover? Florence Chong reports
Airport infrastructure: Poor visibility
Airports have been hit hard, and institutional owners privately admit they cannot see a recovery on the horizon. Florence Chong reports
Airlines: Surviving the long haul
Airlines have been hit even harder than airports, and have needed propping up. But, asks Florence Chong, for how long?
Aircraft leasing: Performance headwinds
Returns from aircraft leasing are expected to drop as rent deferrals, asset re-pricing and obsolescence bite. However, the sector is holding up for now, writes Razak Musah Baba
Hotels Europe: Closer to home
Hotels in ‘drive-to’ domestic markets have fared better than city destinations that are reliant on international visitors. Vanessa Drucker reports
