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Capital Perspectives September 2019

Tony Roth |
Investment Management
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In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he delves into the persistent uncertainty and lack of clarity on a variety of fronts—U.S.–China trade, Fed rate cuts, Brexit, etc.—that makes it advisable for us to maintain our neutral portfolio positioning on risk assets at this time.

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Data Infrastructure Enters the Project Finance Sector

Will Marder |
Corporate & Institutional
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The growing demand for data and the infrastructure to host it has provided a new area of opportunity—data centers.Project finance has long been a part of many important sectors of the economy including, conventional power, renewable energy, oil and gas, and transportation.The growing demand for data has driven the construction of massive infrastructure, in the form of data centers, and the [renewable] energy required to operate them.

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