Private markets edit: Building on strong foundations

Data centers, electricity cost, and defined contribution plans

While data centers in space may become common, constraints still exist here on Earth. Navigating physical limitations will be central to the next phase of the AI buildout. Meanwhile, in the broader private market universe, there are opportunities to add stability and resilience to portfolios.

Can the AI Buildout Keep Building? (Bank of America Institute)

The AI buildout is shifting from hype to hard infrastructure, with mega‑deals, capex, and debt issuance signaling a supercycle.

The Case for Private Markets: Three Things to Know (Nuveen)

Private markets are becoming the new engine of long‑term portfolio growth, offering diversification, income, and access.

AI and Data Centers (Goldman Sachs)

Where is the most demand for AI data centers and how much will it grow?

Global Commercial Property Monitor Q2 2026 (RICS)

Headline sentiment for global commercial property improved during Q2. Who saw the biggest recovery?

European Real Estate (Scope Ratings)

In a bifurcated European property market, sustainability-linked capital expenditure is shifting toward value protection.

Global Data Centres: Where the Next Wave of AI Capacity Will Be Built (Savills)

Data centers have very particular locational requirements, and growth is limited by the ability to deliver them.

One Real Estate Universe (INREV/EPRA)

A look at listed and non-listed real estate within diversified institutional portfolios. Should investors hold a material allocation to both?

Europe’s Electricity Price Premium (Deutsche Bank WM)

Reducing Europe's electricity premium will require substantial investment, even beyond the energy sector. Where are the opportunities?

Private Infrastructure: A Strategic Allocation? (Investments & Wealth Institute)

Private infrastructure is evolving from a niche allocation to a foundational component of modern portfolios. What's shaping the structural forces behind this?

The Data Center Construction Boom: Risks and Claims Trends (Allianz)

As data centers become mission-critical infrastructure, the role of insurance is expanding beyond protecting physical assets.

Myth-Busting Data Centers (Principal Asset Management)

Data centers are often misunderstood, complicating the investment narrative. Separating fact from fiction.

Private Infrastructure in Defined Contribution Plans (DCALTA)

Nearly 65% of all 401(k) contributions flow into target-date funds. Does private infrastructure offer an opportunity to improve long-term participant outcomes?