Amy Carroll
Despite huge pent-up appetite for development, governments will struggle to deliver on their energy transition promises unless permitting delays are overcome, four infrastructure professionals say.
Management fees remain a bone of contention across private markets, but the issue is less pronounced in infrastructure though value for money is key.
A number of investors are already rumoured to be preparing to shed parts of their portfolios and the market could reach $10bn by 2023.
Low interest rates, underallocation issues and impressive performance have caused the appetite for the asset class to surge.
Investors show little appetite for first-time managers and GP stakes activity is heating up.
LPs have adapted well to a virtual world but are wary of backing new manager relationships.
There’s a growing desire among infra LPs to seek co-investment opportunities but execution challenges remain
Most LPs across private markets now include ESG considerations in their due diligence but a lack of progress on diversity and inclusion remains a concern.
LPs tolerate subscription credit lines, especially in greenfield infrastructure, but reject the use of leverage to boost returns.
Is video conferencing poised to be the new normal or will the sector revert to in-person due diligence and face-to-face meetings?