• The term loan supports the development of Spearmint’s 2.8 GW Portfolio of battery energy storage system assets
    Video

    The term loan supports the development of Spearmint’s 2.8 GW Portfolio of battery energy storage system assets

    2025-05-13T15:36:00ZBy Nuveen (Infrastructure)

    Between now and the end of the decade, $8bn in new battery storage investment will be required annually to meet growing power demand in the U.S.

  • Keynote Q&A: Moving to a more holistic future for energy
    White papers

    Keynote Q&A: Moving to a more holistic future for energy

    2025-05-13T14:50:00ZBy Nuveen (Infrastructure)

    In Infrastructure Investor’s May 2025 Energy Transition report, Joost Bergsma, global head of clean energy for Nuveen Infrastructure, discusses why investors are continuing to show interest in renewables, even as certain economies and technologies encounter turbulence and power price risk. GPs may be needed more than ever to steer investors through market volatility, but the sector remains robust, he explains.

  • US market is a good proxy for global high yield
    White papers

    US market is a good proxy for global high yield

    2025-05-13T10:38:00ZBy Capital Group

    While a global approach provides advantages for many fixed income sectors, the benefits are less clear for high yield.

  • US and China: balancing the decoupling
    White papers

    US and China: balancing the decoupling

    2025-05-13T10:02:00ZBy Amundi

    “Impacts of the trade war are just about to unfold, and some are not erasable by whimsical policy changes. It is complacent to assume there will be no structural consequence.”

  • Actis raises US$1.7 billion for second long life infrastructure fund
    Asset Manager News

    Actis raises US$1.7 billion for second long life infrastructure fund

    2025-05-13T09:34:00ZBy Actis (Infrastructure)

    LUXEMBOURG, 13 May 2025: Actis, a leading growth markets investor in sustainable infrastructure, is pleased to announce it has completed fundraising for its second Actis Long Life Infrastructure Fund (ALLIF2), with US$1.7 billion of commitments to its strategy investing in growth markets operating infrastructure.

  • Why European Alternatives Now: The Case for European Alternative Real Estate Sectors in 2024-5
    White papers

    Why European Alternatives Now: The Case for European Alternative Real Estate Sectors in 2024-5

    2025-05-13T09:11:00ZBy Heitman [Real Estate - North America]

    Significant repricing, market dislocation and the prospect of lower debt rates should make for a strong vintage in 2024-25. Europe has undergone a faster and deeper correction, with values having fallen over 30%, compared to -25% in the US. Further, values appear close to bottoming out in defensive property types. The recovery in the listed market is another indication that sentiment towards property is improving. Typically, these signs are associated with the beginnings of a recovery cycle. Even as interest rates normalise, funding gaps will remain large and create attractive entry points to acquire operationally healthy real estate assets at sizeable discounts.

  • What to expect for the US Treasury market?
    White papers

    What to expect for the US Treasury market?

    2025-05-12T09:37:00ZBy Amundi

    Until very recently, the US dollar (and US capital markets) seemed to reign supreme. The dollar has increasingly dominated as the currency of global transactions. Swift payments denominated in dollars rose from just over 30% of the total in early 2010 to an all-time high of 50.2% in January 2025.

  • Cross Asset Investment Strategy - May 2025
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    Cross Asset Investment Strategy - May 2025

    2025-05-12T09:33:00ZBy Amundi

    President Trump’s tariff announcements have rattled the previously dominant US financial markets, putting pressure on Treasury yields amid fears of slower growth and rising inflation. Recently, the difference in yield that investors expect for holding Treasuries compared to swaps has increased significantly, signalling a perceived higher risk of holding Treasuries.

  • Outerblue Talks Research – Capital Market Assumptions 2025
    Podcast

    Outerblue Talks Research – Capital Market Assumptions 2025

    2025-05-12T09:31:00ZBy Amundi

    Against a backdrop of extraordinary global uncertainty, Amundi’s 2025 capital market assumptions report explores the game changers that are shaping investment decisions and asset class return expectations. Join Giulio Lombardo as he speaks to Monica Defend, Head of the Amundi Investment Institute, and John O’Toole, Head of Multi-Asset Investment Solutions, to discover this year’s main findings and what’s changed since last year. 

  • Fed’s policy dilemma
    White papers

    Fed’s policy dilemma

    2025-05-12T09:23:00ZBy Amundi

    “The sequencing of tariffs, tax cuts and deregulation complicates the Fed’s mission and raises concerns about near-term inflation pressures. Nevertheless, we anticipate substantial rate cuts in the second half of the year as weaker growth emerges.”