Germany shrugs off concerns as it inks port of Hamburg deal with China
There are concerns it will use the Belt and Road initiative to monopolise supply chain routes
Infrastructure
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CBRE IM adds duo to European direct private infrastructure team
One joins from Boston Consulting Group, while the other worked at Hermes Infrastructure
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Three reasons for listed infrastructure during uncertain times
Investments in toll roads, airports, railroads, utilities etc show their worth in tough times, says Trent Koch
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Is sale of portable toilet firm sign of a construction slowdown?
Building material shortages and rising prices are dampening the sectors prospects
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European ‘Global Gateway’ project leaves China out in the cold
It is widely seen as a rival to the Belt and Road initiative
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Airlines lined up for take-off, but are they in it for the long haul?
Industry revenues hit $328bn in 2020, in nominal terms the same level it reached in 2000
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EIB drums up €10.2bn in investment financing
‘The pandemic is not over yet, and the floods is central Europe are a reminder that climate change is an urgent challenge’
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Are value stocks and small caps already out of fashion?
Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial
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Is infrastructure just a safe haven for investors right now?
Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues
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Is infrastructure just a safe haven for investors right now?
Pockets of excessive valuation mean that it could be better in investors’ growth portfolios, one manager argues
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Water investment opportunities abound in DM as well as EM
Drive for improvements will stem from necessity more than choice
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Generali boutique rolls out two infrastructure funds
Aimed at supporting the European recovery and ‘re-shaping a sustainable and resilient future’