Coverage, charts, video and research on infrastructure for universal owners.
Nigeria is not yet a conventional infrastructure allocation. It is a sovereignty-premium market: a place where superior returns may accrue to investors able to solve currency mismatch, credit enhancement, regulatory fragmentation and project aggregation before the assets become benchmarkable.
Hyperscalers are committing $700 billion to AI infrastructure in 2026. Every dollar demands power the grid cannot yet supply. Antoine Tigneres maps the 49-gigawatt gap and asks whether listed infrastructure at 2009 valuations is a mispricing or a liquidity discount worth holding.
Data centers, grids and baseload energy are becoming the scarce assets behind the AI boom — and long-term capital may be the natural owner.
Infrastructure has become a core institutional allocation, prized for stable, inflation-linked cash flows. A guide to how asset owners invest in it and what returns to expect.
AI data centers have become one of the most hotly contested asset classes in institutional investing. What's driving the capital, which institutions are leading, and what are the risks that matter.
Infrastructure is the asset class of long-lived physical assets, transport, utilities, energy, digital, that produce stable, often inflation-linked cash flows. Here is why it suits pensions and sovereign funds, the risk spectrum, and how owners access it.
AI infrastructure spans the data centres, power and chips behind artificial intelligence. It draws long-term capital with infrastructure-like cash flows, but carries obsolescence, concentration and power-demand risks that distinguish it from traditional infrastructure. Figures here are dated and cav
Grids, storage, renewables and the power behind AI: how the energy transition became an infrastructure asset class long-horizon owners can no longer ignore.
Inflation-linked, long-duration, and increasingly data-driven. Why asset owners are reclassifying infrastructure as a core holding.
The transition is a multi-trillion-dollar capital-formation problem. For universal owners it is an allocation question, not a slogan.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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