Sectors and asset classes
Where specialist knowledge changes the answer.
We focus on sectors shaped by structural change, complex capital requirements and the potential for meaningful long-term value creation.
Focus areas
A global lens, informed by sector detail.
Sector fluency strengthens every stage of our work, from identifying strategic alternatives and evaluating risk to positioning a business for capital or assessing an investment thesis.
Our perspective connects industry fundamentals with technology shifts, policy, energy availability, capital flows, operating models and changing patterns of demand.
Explore by sector
Capital and counsel for structural themes.
Global Infrastructure
Digital, energy, transport, social and other essential infrastructure with long-duration relevance and complex capital needs.
02Data centres and AI Factories - Real Assets
Hyperscale, colocation and edge capacity, accelerated computing campuses, power, cooling, connectivity and related supply chains.
03Telecommunications and Connectivity
Fibre networks, towers, subsea cables, satellite connectivity, network infrastructure and communications platforms.
04Fintech and Financial Infrastructure
Payments, banking technology, capital-markets technology, insurance technology, compliance, data and financial software.
05AI, Deep Tech and Advanced Technologies
Artificial intelligence, semiconductors, robotics, automation, quantum technologies, cybersecurity and research-led platforms.
06Biotechnology, Healthcare and Life Sciences
Biotechnology, diagnostics, medical technology, healthcare services, pharmaceutical platforms and healthcare infrastructure.
07Logistics and Industrial
Warehousing, distribution, cold storage, manufacturing, industrial assets and technology supporting resilient supply chains.
08Real Estate
Commercial, residential, industrial, mixed-use and specialist property, operating platforms and REIT structures.
09Hospitality and Leisure
Hotels, resorts, serviced accommodation, hospitality platforms and destination assets across ownership and operating structures.
10Maritime and Shipping
Shipping, ports, terminals and marine services, advising corporates, enterprises, governments and semi-government entities, alongside direct investment.
11Energy and Sustainable Power
Sustainable energy of all types, solar, wind, hydro, geothermal, biomass, hydrogen, storage, grids and conventional and transition assets in aggregate.
Global Infrastructure
Digital, energy, transport, social and other essential infrastructure with long-duration relevance and complex capital needs.
Data centres and AI Factories - Real Assets
Hyperscale, colocation and edge capacity, accelerated computing campuses, power, cooling, connectivity and related supply chains.
Telecommunications and Connectivity
Fibre networks, towers, subsea cables, satellite connectivity, network infrastructure and communications platforms.
Fintech and Financial Infrastructure
Payments, banking technology, capital-markets technology, insurance technology, compliance, data and financial software.
AI, Deep Tech and Advanced Technologies
Artificial intelligence, semiconductors, robotics, automation, quantum technologies, cybersecurity and research-led platforms.
Biotechnology, Healthcare and Life Sciences
Biotechnology, diagnostics, medical technology, healthcare services, pharmaceutical platforms and healthcare infrastructure.
Logistics and Industrial
Warehousing, distribution, cold storage, manufacturing, industrial assets and technology supporting resilient supply chains.
Real Estate
Commercial, residential, industrial, mixed-use and specialist property, operating platforms and REIT structures.
Hospitality and Leisure
Hotels, resorts, serviced accommodation, hospitality platforms and destination assets across ownership and operating structures.
Maritime and Shipping
Shipping, ports, terminals and marine services, advising corporates, enterprises, governments and semi-government entities, alongside direct investment.
Energy and Sustainable Power
Sustainable energy of all types, solar, wind, hydro, geothermal, biomass, hydrogen, storage, grids and conventional and transition assets in aggregate.