Coverage, charts, video and research on Real Assets for universal owners.
The shift is real, but it is not one model. Project co-investors, strategic holding companies and proposed savings funds carry different mandates - and different risks for foreign capital sitting beside them.
Beneficiation is not the surprise. The underwriting risk is that export permissions, ownership rules and compliance deadlines can change after capital has been committed - without becoming a textbook expropriation.
Inflation-linked, long-duration, and increasingly data-driven. Why asset owners are reclassifying infrastructure as a core holding.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
Five minutes, five days a week. Complimentary — subscriptions are reviewed by our editorial desk, and you'll receive a notice once approved.
You’re on the list. Tomorrow’s brief will arrive in your inbox.
Please enter a valid email.