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.
Tag: electricity
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.
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.
Why Infrastructure Investments Are the New Bonds
Investments in physical assets did better and promise more than fixed income.
So What if Tax Breaks Are Cut for Wind and Solar Power?
Higher demand and other financial sources should fill the gap, eventually.