Infrastructure
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Data centres pose new challenges for infrastructure investors
The boom in artificial intelligence is prompting investors to pour huge sums into digital infrastructure such as data centres. The risks are different to traditional infra market segments.
With the proper framework, investment will flow naturally
German institutional investors are still taking their money abroad when it comes to infrastructure. Speakers at the Börsen-Zeitung Private Markets Week discussed how to reverse this trend.
„The bundling of infrastructure projects is important“
Germany needs to mobilise more private capital for infrastructure investments, in addition to government funding. The Bundesverband Alternative Investments wants to see a platform created where diverse projects can be bundled.
A potential extra 50 billion euros for private markets investment
The last coalition government made some changes to what pension providers are allowed to invest in. CMS lawyer Laura Bungart explains the implications of the new quotas for private markets.
Construction industry has to deliver
The German infrastructure programme has the potential to improve the outlook for the struggling construction sector. But the industry must also rise to the challenge by expanding its capacity.
High net worth investors focus on infrastructure
High net worth individuals are increasingly taking an interest in infrastructure, via new and more flexible fund structures which provide semi-liquid investment opportunities.
Traffic paralysis in the capital
Traffic chaos in the capital. The A100 autobahn section which runs through the city remains blocked after an emergency closure. A crack in a dilapidated bridge is the cause – yet another example of decaying German infrastructure.
VÖB analysts see increased risk of market volatility
Equities analysts from the Association of German Public Banks (VÖB) anticipate that Germany's new investment package will give stock markets a significant boost. But the risk of a Dax correction remains.
„Market participants need to be patient“
Transaction volume in the German real estate market is set to grow this year. But JLL Germany CEO Konstantin Kortmann tells Börsen-Zeitung in an interview that activity will still be far below the ten year average.
Landesbanks well placed to benefit from investment package
Since the 2008 financial crisis, the remaining Landesbanks have been refocusing their business models. The infrastructure investment package voted through last week is a big opportunity for them.
Is Germany facing a „Schröder moment“?
German Council of Economic Experts member Ulrike Malmendier warns that politicians need to adopt some unpopular policies in order to ensure the future success of the economy. She draws parallels with the reforms introduced by Gerhard Schröder in the early 2000s.
EV charging networks, hospitals, and schools as alternative investments
Infrastructure is gaining importance as an asset class for institutional investors. Private capital is increasingly flowing into schools, hospitals, EV charging networks, and fibre optic networks.
„We also have a responsibility to hand over an intact country to future generations“
Entrepreneur and consultant Harald Christ wants the next coalition government in Berlin to think creatively about new approaches to Germany's economic future. A large part of the huge investments needed should come from private capital – but nonetheless he supports reform of the debt brake.
An industry grapples with interest rates
The era of cheap money gave a huge boost to private markets, but the environment has been difficult ever since the 2022 interest rates turnaround. 2025 will be a critical year for the sector.
The AI bottleneck
The growing use of AI requires an ecosystem that will cost hundreds of billions to build. And Europe looks just as appealing as the United States for AI infrastructure investors.
Productivity as a lifeline
Keeping unemployment at low levels has come at the cost of productivity. A wave of investment is now needed to avert economic decline in Germany.
Ex-Deutsche Bahn CFO Doll criticises Schenker sale process
Alexander Doll is critical of the lack of transparency in the recent DB Schenker sale process, where Danish company DSV emerged as the winning bidder. And he is calling for better coordination between the private and public sectors to meet German infrastructure needs.
Sustainably impressive Copenhagen
Copenhagen recently lost its iconic stock exchange landmark in a fire, and are now discussing traditional or modern restoration plans. Few cities blend old and new as adeptly. And in terms of infrastructure, German cities could learn a thing or two.
Grim outlook for Germany as an investment location
Germany can only emerge from its economic slowdown through increased investment. However, many companies are avoiding it as a business location. An Ifo survey highlights the need for reforms, while a recent report from consultants Strategy& points to the dangers of continued deindustrialization.
Searching for greater planning certainty
The government coalition has fortunately agreed on an unprecedented investment package for Deutsche Bahn. But there is still a lack of financial planning certainty for the period after 2027.
Sale of Mainova's data centers nearing completion
Until now, tech companies have been the main builders of data centers. However, the prospect of returns is attracting new investors who are renting out the facilities. Presently, the US asset manager Blackrock is pursuing a majority stake in the data center subsidiary of Frankfurt's energy provider Mainova.Ressorts
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