Investors will need tactical flexibility and strategic discipline as artificial intelligence matures, writes the head of institutional portfolio strategy at J.P. Morgan Asset Management.
Consultants say the trend is strong, but they are ‘advocating for caution and a diversified approach.’
Increased yields on high-credit-quality debt are attractive, but many questions remain.
As electricity demand surges, driven by artificial intelligence, investors are increasingly targeting the transmission networks needed to provide power.
AI demand has widened opportunities in the sector.
Portfolio analysis is critical to help avoid overexposure to the same forces in different parts of an investors’ holdings.
Limited partners are doubling down on digital infrastructure, according to a survey from Dynamo.
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.
Economic growth, improving real estate fundamentals could drive a moderate recovery in real estate investment activity.