Investment Tokenisation In Real Assets - A Conceptual Guide
The first step is to will something into being. Humans are good at that. A token, whether it is a reference to digital art or an ephemeral sports achievement, has meaning because we collectively agree that it does; once it has meaning, it can have a financial value. And in this respect, human imagination can create an almost infinite spectrum of value for tokens, as long as their supply is constrained.
This article describes in concept how investment tokenisation in other real assets could work, with a focus on infrastructure.
Carbon Capture - Real Deal or "Hail Mary Pass" Technology
Carbon capture technology brings with it the possibility of negative emissions – the holy grail of climate science, or at least of global transition to net zero. In this article, we describe carbon capture technology and take a close look at carbon utilisation and storage options. We provide a snapshot of where the carbon capture industry is at present and where capacity needs to get to according to carbon reduction pathways. We also consider five carbon capture projects that highlight the opportunities and challenges of this still nascent technology. And, of course, we provide our view on what this all means for infrastructure investors.
Ready For Take Off - How Sustainable Aviation Fuel Will Propel Airlines to Net Zero
In this article, we describe the key strategies outlined by the airline industry to reduce carbon emissions. We take a detailed look at sustainable aviation fuel (SAF), the technology slated to do much of the heavy lifting for airlines over the coming decades and the subject of recently announced tax incentives by the Biden Administration. We describe the regulatory changes and policy incentives implemented or under consideration in key jurisdictions. And of course, we consider the ramifications of the decarbonisation of the aviation industry for infrastructure investors.
Defensive Equities - When Defence is the Best Offence
In uncertain times, investors looking for shelter may consider an allocation to defensive equities to shore up their portfolio. Listed infrastructure, listed property and low volatility strategies are all different ways to invest in defensive equities, all of which tend to provide investors with an income yield too.
This article considers the long-term risk and return profile for each of these three defensive equity thematics, including how each held up during the COVID-19 crisis as well as the investment outlook.
The Importance of Infrastructure in the Transition to Low Carbon - Part Three
In this third and final part of the series we shift our focus more fully onto the investor, considering how markets are already changing in response to climate change, before reflecting on what concrete steps investors need to take in order to successfully navigate the infrastructure asset class.