The AI supercycle (Special Report)
This Special Report, sponsored by Nuveen, explores how AI has become a multi-year investment supercycle creating…
Listed Infrastructure Investments
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The structural case for sustainable infrastructure (FTSE Russell)
As the low-carbon transition progresses, investors are increasingly incorporating climate considerations into…
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The UAE Infrastructure Model: Stability in a Volatile World (Houlihan Lokey)
This paper presents Houlihan Lokey’s perspective on valuing the UAE’s infrastructure assets, drawing upon our deep…
A New Institutional Architecture for the National Electricity Market (The Australia Institute)
The National Electricity Market needs fundamental reform to improve transparency, clarify accountability and help…
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The AI supercycle
The AI supercycle – investing across the capital stackThis Special Report, sponsored by Nuveen,…
Capital market assumptions and forward-looking insights
This selection of insights offers investors...