AI-driven power demand is reshaping infrastructure returns: MSCI
An MSCI study finds that data centre ownership models are affecting investment returns.
data centres
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AI-driven power demand is reshaping infrastructure returns: MSCI
An MSCI study finds that data centre ownership models are affecting investment returns.
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Allspring: An investor’s guide to the AI infrastructure stack
The AI investment story is broadening, creating opportunities beyond the biggest names in tech.
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Artemis’s Snowden: Should bond investors avoid the hyperscalers?
Head of fixed income explains why he prefers a software provider and data centre company.
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Nuveen: Real estate has reached a turning point
Global real estate values have reset and income-led returns mean the investment window is still open, according to Nuveen’s real estate team.
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Jupiter’s Naylor-Leyland: ‘Precious metal speculators got it wrong all at once’
The rally in precious metals had relatively little to do with central banks, says Jupiter’s Ned Naylor-Leyland.
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KKR-led consortium with Singtel to buy ST Telemedia Global Data Centres
It marks one of the largest digital infrastructure transactions in Southeast Asia.
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The FSA Spy market buzz – 4 July 2025
Roundhill bets on robots, Mea Culpa from an industry veteran, Neuberger Berman looks at data centre power, Supply and demand in action, Ford’s white-collar gloom and much more.
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Partners Group buys Singapore-based Digital Halo
Partners Group plans to initially commit $400m alongside ARCH Capital in the data centre platform.
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Study: Asian investors underexposed to private alts
A PGIM Investments study found that three-quarters of Asia fund buyers believe their clients lack adequate investments in private assets.
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Apac real estate values emerge after the ‘great reset’
The Apac property market is on the road to recovery, says Benett Theseira, head of Asia Pacific, PGIM Real Estate.
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The FSA Spy market buzz – 5 April 2024
Mirae’s K-pop dream, Goldfinger’s greed, Get an EV for zero %, Data centre building, Electricity demand woes, Tech funds surge, Amazon’s failed ambition, When pizza beats tech and much more.
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PGIM Real Estate: ‘generational opportunity for data centre investment’
Data centres are evolving into a mainstream investment category within property industry, says PGIM Real Estate’s Morgan Laughlin.