Adalla Kim
Acting chief investment officer Cho In-sik has said he will quit the National Pension Service of Korea, amid a second round of recruitment for its CIO.
The first fund of this type has invested mainly in BB and BBB- rated loans for projects in the US and Europe.
MIDIS managing director Adam Larkin talks about how to get up upside from the asset class and the evolution of strategies away from investment-grade only, long-dated plays.
Jake Lee, head of infrastructure at Hyundai Marine & Fire Insurance, is still willing to take the lower returns that come with core infra, but currency headwinds are steering the Korean insurer away from US dollar assets.
Now that infrastructure debt has become a popular asset class among Japanese institutions, fee and fund structures are drawing their attention.