Christopher Walker

London

Contributor at IPE Real Estate Magazine

Writer at Freelance

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Articles

Power to the processors: data centre boom continues post-DeepSeek

1 month ago | realassets.ipe.com | Christopher Walker

IPE Real Assets Membership IPE Real Assets has created a suite of products and services for Europe’s institutional real estate investment community.
Analysis: Infrastructure investors grapple with unprecedented uncertainty

2 months ago | realassets.ipe.com | Christopher Walker

Next week, immediately after April Fools’ Day, US president Donald Trump is set to hold ‘Liberation Day’, detailing the next round of tariffs on America’s global trading parties. The level of uncertainty posed by such an erratic, far-reaching and impactful approach to global policy is causing headaches for institutional investors, not least in infrastructure.
What Germany’s €500bn plan could mean for infrastructure investors

2 months ago | realassets.ipe.com | Christopher Walker

Late last week, Friedrich Merz, soon to become Germany’s next Chancellor, confirmed the market’s best hopes with a €500bn fund to invest in defence and infrastructure. The balanced budgets associated with Germany since the completion of the country’s reunification are being jettisoned in a bold move designed to revitalise the nation’s infrastructure, bolster defence capabilities and stimulate economic growth. Infrastructure investors universally welcome the programme.
Asset managers test AI’s power in the investment process

Mar 5, 2025 | ipe.com | Christopher March |Christopher Walker

IPE Membership IPE has created a suite of products and services for Europe’s institutional investment and pensions community.
DeepSeek, what’s the outlook for data centres?

Feb 26, 2025 | realassets.ipe.com | Christopher March |Christopher Walker

IPE Real Assets Membership IPE Real Assets has created a suite of products and services for Europe’s institutional real estate investment community.
Louis-Simon Ferland: Sticking with sheds

Feb 26, 2025 | realassets.ipe.com | Christopher March |Christopher Walker

IPE Real Assets Membership IPE Real Assets has created a suite of products and services for Europe’s institutional real estate investment community.
What does the ageing of 80m baby boomers mean for real assets in the US?

Feb 26, 2025 | realassets.ipe.com | Christopher March |Christopher Walker

IPE Real Assets Membership IPE Real Assets has created a suite of products and services for Europe’s institutional real estate investment community.
Unigestion joins forces with Kepler Cheuvreux to launch new asset manager

Feb 21, 2025 | ipe.com | Christopher Walker

Kepler Cheuvreux and Unigestion have announced a strategic partnership to establish a joint asset management company specialising in quantitative strategies for public equities. The collaboration aims to manage over €3bn in assets, marking a significant step for both groups in their ambition to become leaders in the liquid asset management market. Artificial intelligence (AI) is central to the new alliance.
10 years of ELTIFs: can they offer pension funds illiquid assets at the right price?

Feb 18, 2025 | ipe.com | Christopher Walker

European long-term investment funds (ELTIFs) may not be new, but they are in vogue. Two were launched just last week – one by Candriam and Kartesia; the other by JP Morgan Asset Management (JPMAM). Analysis by the Paris-based consultancy Indefi shows that the number of funds has quadrupled in the last two years, with 41 in operation at the end of 2024 (see figure).
Does DeepSeek upend digital and energy infrastructure strategies?

Jan 28, 2025 | realassets.ipe.com | Christopher Walker

Real assets investors have been navigating an increasingly fast-changing and uncertain world. But in the past couple of years they have at least been able to lean on the conviction that the revolution in artificial intelligence (AI) could only further turbocharge the need for hyperscale data centres and energy-transition infrastructure.