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| | | ... buildouts to support AI workloads significantly lifted expectations for copper demand, while electric vehicles, renewable energy and grid infrastructure continued to drive structural consumption growth. "At the same time, constrained supply, tariff concerns ... |
| | | | ... three years, following a similar period at ICA Partners in corporate and project finance advisory across infrastructure, energy and natural resources. He earlier worked in banking, joining National Australia Bank from Dimensional Fund Advisers. As for ... |
| | | | ... The report also forecasted that climate investing in private markets will continue to rise as developments continue for energy transition infrastructure. "We expect energy transition infrastructure to remain a key driver of growth in private climate ... |
| | | | ... rates on hold, but there are still expectations of a hike on the table. "Inflation remains elevated, and between government energy rebates rolling off, higher tariffs flowing through to consumer prices, and geopolitical conflicts impacting major supply ... |
| | | | ... to electric vehicles and a range of industries. It's other key top holdings include Artrya, Firmus Technologies, NexGen Energy, Mayfield Group and Zip. The $6 billion fund manager had 35% of its portfolio allocated in the materials sector as of December ... |
| | | | ... artificial intelligence (AI) buildout are among the structurally transformative mega forces driving the future of finance and energy transition into 2026, it said. According to the Institute, capital spending ambitions tied to the AI buildout are turning ... |
| | | | ... economy is moving towards high-end manufacturing, technological advancement from semiconductors to AI, robotics and renewable energy. Lin noted that currently Robeco is focusing on three key themes of consumption recovery, technological advancement and ... |
| | | | ... and strategic minerals. However, years of sanctions, underinvestment and operational collapse left infrastructure across energy, power, transport and industry in disrepair. deVere Group chief executive Nigel Green said while the geopolitical risks are ... |
| | | | ... going to it. The report noted a recovery in the real estate and infrastructure sector, as well as investments in green energy reaching a new high of US$35.7 billion. "The big losers were emerging markets, especially China, India, Indonesia, and Saudi ... |
| | | | ... data centres. It comes as the data centre sector is generating $12.6 billion in gross value added per terawatt-hour of energy consumed, outperforming sectors such as mining and manufacturing, it said. Data centres also consume less than 0.1% of Australia's ... |
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