Headlines everywhere highlight the growing demand for power generation, largely driven by digitalisation, artificial intelligence, robotics, and automation. A topic less spoken about is the undersupply of infrastructure needed to support it – and how this could provide a real market opportunity for investors. To meet this demand, trillions of dollars would be necessary over the next five years, creating what could be a generational investment opportunity in core infrastructure assets, offering attractive current yield, the opportunity for diversification, and potential relative downside protection.

Teiki Benveniste | 0.50 CE

Yield premium over comparable liquid markets, control, upfront economics and low historical volatility and default rates make private credit an asset class to consider for a core allocation in investors' portfolios.

Teiki Benveniste | 0.50 CE