Infrastructure

Turning AI factories into climate assets

The focus must shift to how they can be designed to better integrate with – and contribute to – the systems around them

Aecom's AI-enabled “sustainable design optioneering ecosystem” is a suite of tools and workflows aimed at reshaping how design decisions are made.
DAITA 2026

Aecom builds Singapore’s first AI-enabled sustainable design optioneering ecosystem

The innovations improve quality and create clearer, evidence-based client decisions

Private wealth portfolios should have an allocation to infrastructure, says Lennart Blecher, chairperson of EQT Real Assets.

Stronger governance and an ‘industrial’ approach drive EQT’s outperformance

The trick is to identify good companies that can be made great by attracting the best people, says chair of EQT Real Assets

Raj Agrawal, global head of real assets at KKR, says the relative nascency of the infrastructure investment market in Asia has enabled the firm to take a leadership position.

Infrastructure not a safe-haven asset, but Asia-Pacific remains a bright spot: KKR

Investment firm sees potential in the region, which accounts for about 60% of global economic growth

MSCI estimates indicate that losses from physical hazards could rise to US$4.6 billion by 2050 – nearly four times the 2024 figure of US$1.2 billion.

Climate risks increasingly pose threat to insurance markets, broader financial system: MSCI Institute

Larger tail events and the clustering of secondary perils can lower predictability

An electric vehicle fast-charger at HDB Hub in Toa Payoh.

Every HDB town to get EV fast-charging hub by end-2027; autonomous shuttles open to public from April

Each hub will have at least six fast-chargers capable of 50 kW output; commercial operation of Punggol’s AV to begin mid-2026 at S$4 per person

Sustainable infrastructure projects account for a growing share of the portfolio of projects in more recent issuances of infrastructure asset-backed securities.

Blending developed and emerging-market assets draws more private capital to South-east Asia’s energy transition

This is what Clifford Capital has found after seven years of issuing infrastructure asset-backed securities

Projesh Banerjea, managing director and part of the Apac infrastructure team at KKR, says digital infrastructure has singular capital needs, "both in terms of building assets and recycling of assets through buying stabilised assets".

‘No other sector like it’: KKR sees no let-up in AI-driven infrastructure boom after STT GDC deal

Deep pools of private capital are chasing data centres, one of Asia’s most capital-intensive asset classes

Nearly nine in 10 private wealth professionals plan to increase allocations to private markets this year, a survey has found.

More investment opportunities in private markets from banks in Singapore as demand soars

Some have beefed up their offerings to include European private credit, hedge funds and private equity products

Residential buildings being built in Beijing, China, which has driven the global cement market for three decades, and still accounts for nearly half of output. But the boom is now well and truly over.
THE BOTTOM LINE

Cement is hitting a wall. There’s no coming back

Prices are at their lowest in a decade, and factories are saddled with more than twice the capacity they need