Infrastructure; Sustainable Finance; Investment Management · medium ·
The SWF capital shift is outrunning digital infrastructure's green constraint
Sovereign Wealth Funds (SWFs) are pivoting significant real estate allocations towards digital infrastructure and AI-related assets due to higher interest rates. This capital, however, faces increasing scrutiny to demonstrate environmental sustainability, creating a constraint for projects that cannot articulate their contributions to reducing carbon or material consumption.
Part of the Industrial & Manufacturing Opportunity Outlook, Korim's monthly analysis of emerging opportunities in this sector.