VideoThe term loan supports the development of Spearmint’s 2.8 GW Portfolio of battery energy storage system assets
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.
White papersKeynote Q&A: Moving to a more holistic future for energy
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.
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NewsUK pensions industry builds on Mansion House Compact with Accord launch
The new initiative has increased private markets’ commitment size from 5% to 10%, with half being directed to UK investment
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NewsScottish Widows opts not to sign Mansion House Accord
The provider has previously signed up to the Mansion House Compact, committing to investing 5% of its default fund into unlisted equities
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NewsUK relieved as government backs off from forced economic growth investment
The government previously toyed with the idea of mandating DC providers to invest in productive assets
White papersUS and China: balancing the decoupling
“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.”
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NewsSwiss pension fund to lower emission targets if global progress lags
The City of Zurich pension fund’s CIO describes the approach as ‘a middle way’
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NewsLægernes Pension sticks with banking, while PenSam sells
PenSam cites higher regulatory requirements for banking and ‘modest synergies’ with core pension business as reasons for sale to Arbejdernes Landsbank
White papersWhy European Alternatives Now: The Case for European Alternative Real Estate Sectors in 2024-5
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.
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NewsItaly’s largest pension funds outperform in 2024 amid governance overhauls
Enpam surpasses targets, while Cassa Forense posts double-digit returns and Inarcassa boosts private market exposure
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AnalysisAre investors mis-valuing corporate sustainability?
‘Valuation techniques are evolving and starting to integrate more information than they did in the past,’ says professor
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NewsClimate policy uncertainty drives risk premiums in commodity options, says WFE
New study discovers climate risk premium after analysing proprietary dataset featuring two iron ore option contracts
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NewsAdam Matthews expresses responsible investor support for Brunel
Writing in a personal capacity, Matthews says Brunel is ‘one of the most credible practical examples of what it is to be a responsible investor’
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NewsNorway’s SWF rejects ethical council’s advice to ditch €2bn Rio Tinto stake
NBIM blacklists another Israeli company for facilitating the West Bank settlements
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NewsDavid Atkin resigns as CEO of Principles for Responsible Investment
PRI begins search for new head to take over next year
White papersWhat to expect for the US Treasury market?
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.
White papersCross Asset Investment Strategy - May 2025
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.
White papersFed’s policy dilemma
“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.”
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NewsUK extends investment research payment optionality to pooled funds
New rules remove huge potential roadblock to the return to client-funded research budgets
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NewsSwiss pension industry faces mounting skills shortage as funds invest in training
Pension funds in teh DACH region are bracing for growing recruitment challenges, particularly in areas requiring specialised expertise
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