Reports and Research
The Reports and Research section provides comprehensive access to research papers, financial analyses, and industry outlooks produced by Bocconi Students for Alternative Investments. Our publications adhere to professional standards and offer data-driven insights relevant to current business and financial landscapes. All publications are produced by BSAI members following the highest standards of accuracy and analytical rigor.
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Centrus Energy Corporation Equity Research Report
In Hedge FundsCentrus Energy, the only U.S. company licensed to produce High-Assay Low-Enriched Uranium (HALEU), is positioned for significant growth in the nuclear sector. With strong profitability metrics, strategic partnerships, and a DCF valuation suggesting 52% upside to $112.73, analysts recommend investment despite some geopolitical risks.
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Bain & Aquila: Expanding ESG-Driven Investments
Bain Capital acquired 80% of Aquila Group’s data center subsidiary AQ Compute in October 2024. The partnership combines Bain’s financial strength with Aquila’s sustainability focus to expand AI-ready, net-zero data centers across European markets including Oslo, Barcelona, and Milan.
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Marc Rowan and Apollo: Redefining Private Credit
Under Marc Rowan’s leadership, Apollo Global Management has transformed from a private equity firm into a dominant force in private credit, now representing 70% of its $700 billion AUM. Strategic partnerships like the $25 billion Citigroup deal exemplify Apollo’s innovative approach to filling gaps left by traditional banks.
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Charting the Starts: Venture Capital Emerging in Space Exploration
Venture capital investment in space exploration is surging in 2024, with approximately $120 billion invested over the past four years. While US companies dominate with 55% market share, European firms are gaining ground. Major trends include increased accessibility, marketplace development, and government-led growth, despite challenges from high costs and lengthy…
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BlackRock’s acquisition of Global Infrastructure Partners
In January 2024, BlackRock acquired Global Infrastructure Partners (GIP) for $12.5 billion, combining BlackRock’s $50 billion infrastructure platform with GIP’s $100 billion portfolio. The strategic acquisition creates the world’s second-largest infrastructure investment manager, positioning BlackRock to capitalize on growing private infrastructure investment demand worldwide
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Electrified Transportation: Shaping the future of sustainable mobility
Electrified transportation has become the top green investment category, reaching $634 billion in 2023. While the sector faces challenges including supply chain disruptions, falling battery prices, and regional market variability, projections indicate EVs will constitute 100% of new passenger vehicle sales by 2034.
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Kering’s strategic Acquisition of Via Montenapoleone 8
In Real EstateFrench luxury group Kering acquired an historic building at Via Montenapoleone 8 in Milan for €1.3 billion, marking Europe’s largest single-asset property deal since 2022. The strategic purchase secures Kering’s presence on the world’s most expensive retail street, enhancing brand prestige and providing long-term operational stability.
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The Rise of the Secondary Market: Unlocking Liquidity and Growth opportunities
The private equity secondary market is experiencing unprecedented growth despite broader PE market declines. This trend provides liquidity solutions for LPs and extended value creation opportunities for GPs, while presenting challenges including information asymmetry, valuation complexities, and regulatory hurdles.
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REITS, Understanding their Structure and Market Dependence
In Real EstateREITs provide accessible real estate investment through publicly traded entities that must distribute 90% of taxable income as dividends. While sensitive to interest rates, with a 1% rise causing a 3-5% drop in returns, strong economic growth and sector-specific factors like digital infrastructure demand can offset these challenges.
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Navigating the Data Surge: Investments and Trends in the Era of Digital Transformation
The data center industry is experiencing unprecedented growth due to surging data generation, AI development, and cloud computing. With data center deals increasing 40% from 2020 to 2021, investors find attractive opportunities while facing sustainability challenges, as these energy-intensive facilities require innovative solutions to reduce environmental impact.
Division Specific Reports: