Risk
What Does Growing NIMBY-ism Mean for Data Center Investing?
Consultants say the trend is strong, but they are ‘advocating for caution and a diversified approach.’
Tag: data centers
Asset Allocation
How AI Debt Issuance Is Reshaping the Corporate Bond Market
Increased yields on high-credit-quality debt are attractive, but many questions remain.
Asset Allocation
Energy Transmission Emerges as Bottleneck for Digital Infrastructure
As electricity demand surges, driven by artificial intelligence, investors are increasingly targeting the transmission networks needed to provide power.
Asset Allocation
How Investors Approach the Utilities Sector in the Age of AI
AI demand has widened opportunities in the sector.
Asset Allocation
Data Center-Related Investments Available Across Most Asset Classes
Portfolio analysis is critical to help avoid overexposure to the same forces in different parts of an investors’ holdings.
Market Moves
Anthropic, GIC, Macquarie Team Up on Data Center Development
The new venture, Theseus Infrastructure, will be owned by the investors and leased to the artificial intelligence pioneer as an anchor tenant.
Newsmakers
Where Stonepeak Sees Opportunity in Infrastructure
The specialist investor is putting money to work and taking a long-term approach, according to co-president Jack Howell.
Asset Allocation
Australia’s Aware Superannuation Fund Bets Big on Data Centers
Latest investment commits to growing the fund's digital infrastructure presence in the Asia-Pacific region.
Research
Approximately 88% of Asset Allocators Plan to Increase Investments in AI, Data Centers
Limited partners are doubling down on digital infrastructure, according to a survey from Dynamo.
Opinion
A New Dawn for Digital Assets: From Uncertainty to Action in the US
Changes in Washington have made it clear ‘we’ve entered an era of building,’ writes the CIO of a sovereign fund.
Alternatives
Demand for Data Centers, Energy Creates a Gold Rush for Infrastructure Investors
Asset owners and managers are pouring hundreds of billions into the construction of infrastructure for the AI ecosystem, although the horizon is not entirely clear.
Alternatives
Is the Commercial Real Estate Tide Turning?
Investors have taken a beating on their CRE exposures, but analysts say the worst might be over, giving disciplined investors opportunities at attractive entry points.
Alternatives
Commercial Real Estate: Is 2025 Going to Be Different?
Economic growth, improving real estate fundamentals could drive a moderate recovery in real estate investment activity.
Asset Allocation
CPPIB, Pacific Asset Management Launch South Korea Data Center Joint Venture
The Canada Pension Plan Investment Board’s C$285 million commitment follows several recent data center investments.
Newsmakers
Larry Fink: Supercharge Economy Through Infrastructure, AI Investing
Speaking at SIFMA’s annual meeting, the BlackRock head suggested utilizing capital markets to grow the economy above the trend line.