Listed Infrastructure Investments - Articles & White Papers

The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonizing energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and…

The energy transition is creating a growing convergence between infrastructure and real estate investing. While infrastructure investment focuses on expanding and decarbonizing energy supply, improving the efficiency of existing buildings addresses the other side of the equation by reducing demand. As energy costs rise and…

Security creates demand. The cost of delivering security will determine who captures its value.

At a certain point, the current artificial intelligence (AI) buildout will need to demonstrate a return on investment in order to justify its pace and magnitude. But the future of AI is often framed in extremes.

As AI transforms society, company executives and investors are wrestling with similarly fundamental issues about where the technology is headed and how events may unfold.

Europe's power landscape is being fundamentally redrawn. The Iran conflict has exposed the continent's deep dependence on hydrocarbon imports and injected new urgency into the push for energy efficiency, electrification, and industrial decarbonization. In the latest Nuveen EIC Insight Report, we explore what this…

Essential assets, long-term investment trends and the case for listed infrastructure today.

Across sectors, the fourth quarter equity outlook is shaped by resilient structural investment and a more demanding macro backdrop.

The AI investment boom is creating a new concentration challenge for global portfolios. What began as a technology-led equity story has become a much broader investment cycle, drawing growing amounts of capital into public and private markets. For investors, the risk is that portfolios diversified across asset classes and…

Russia’s invasion of Ukraine exposed the risks of excessive dependence on a single supplier and accelerated Europe’s efforts to diversify the continent’s energy mix. More recent disruptions in the Middle East have reinforced that diversification alone cannot remove exposure to global energy shocks.

Robeco’s lead Energy and Utilities sector analyst, Farahnaz Pashaei Kamali, argues that energy security is evolving beyond access to affordable oil and gas. It now increasingly depends on the resilience of the networks, infrastructure, trade routes, supply chains and raw materials that underpin the global energy system.

Artificial intelligence is transforming the digital infrastructure landscape at unprecedented speed. But as capital floods into the sector, a critical question is emerging: where will the most durable value be created?

Get the best investment ideas from Nuveen's expert Global Investment Committe, across equities, real estate, alternatives, and more.

Markets may chronically underprice climate volatility as a systematic risk.

AI is the most disruptive force in markets right now. Yet the technology still relies on physical assets to power, connect and support its growth. While infrastructure’s physical assets are difficult to replicate, AI can make them more efficient – creating both demand and operational opportunities for investors.

Higher rates and wider dispersion are reshaping the equity investment landscape.