News & Insights

Perspectives from across global markets

Analysis and commentary from our investment team on the trends shaping global trade, infrastructure, and logistics.

Global Trade TrendsMay 11, 2026

Five Forces Reshaping Global Trade in 2026

From nearshoring to digital customs infrastructure, global trade routes are being redrawn. We examine the structural shifts long-term investors should be watching.

6 min readRead More

Investment InsightsApril 21, 2026

Why We Remain Constructive on Infrastructure Through the Cycle

Infrastructure assets have historically demonstrated resilience through economic cycles. Our investment team outlines why long-duration capital remains well-suited to this asset class.

5 min readRead More

Infrastructure DevelopmentMarch 17, 2026

Inside Our Approach to Funding Next-Generation Port Corridors

Modern port infrastructure must do more with less space and tighter emissions budgets. Here's how we evaluate infrastructure opportunities for long-term resilience.

7 min readRead More

Supply Chain InnovationFebruary 8, 2026

The Quiet Infrastructure Behind Supply Chain Resilience

Visibility platforms, automated terminals, and digital customs systems rarely make headlines — but they are reshaping how resilient global supply chains really are.

5 min readRead More

Market AnalysisJanuary 26, 2026

Trade Finance Outlook: Capital, Currency, and Corridors

Our latest market analysis examines trade finance conditions across key corridors, and what they signal for working capital availability in 2026 and beyond.

6 min readRead More

Investment InsightsNovember 13, 2025

An Update on Our Responsible Investment Framework

Three years into our formal ESG framework, we share what we've learned about embedding sustainability into infrastructure and logistics investment decisions.

4 min readRead More

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