Asia ex-Japan, Institutional
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Article
9 min
Finding climate investment opportunities amid shifting US policy
We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.
9 min
Article
2026-09-25
Article
6 min
Growth vs stability: do infrastructure investors really have to pick a side?
There’s a buzz around infrastructure at the moment. But do listed infrastructure investors really have to invest in cyclical businesses in order to benefit from structural tailwinds? Tom Levering and Joy Perry explore another way.
6 min
Article
2026-10-31
Article
7 min
Power play: Building the case for infrastructure in 2025
The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?
By
7 min
Article
2026-02-28
Article
7 min
Wiring the future: Emerging tech for the transmission-grid build-out
Learn how our climate technology investment team is researching private market opportunities in high-capacity conductors and other energy grid-tech innovations.
7 min
Article
2026-02-28
Article
10 min
Navigating AI resource demands: Strategies for sustainable data center operations
AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.
10 min
Article
2025-10-31
Article
2 min
What’s next after Iran’s missile attack on Israel?
Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.
By
2 min
Article
2025-10-02
Article
11 min
Thematic investing focus: advancing the next generation of energy
The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity.
11 min
Article
2025-04-30
Article
11 min
Thematic investing focus: evolving the current generation of energy
The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan.
11 min
Article
2025-04-30
Article
Look past the cycle: The surprising total return potential of natural resources and commodities
Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.
Article
2024-12-11
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