Amy Carroll
Investors will need superhuman foresight to predict how technology is going to impact their infrastructure portfolios for decades to come.
Covid-19 could spark a fresh wave of outsourcing that will result in little but fundraising and investment being left in-house.
Will the social and economic vulnerabilities exposed by the coronavirus propel the world of impact investment to new levels? Infrastructure Investor investigates.
Four North American infrastructure players discuss how covid-19 has shaken up the sectors they invest in and changed the way they operate for good.
The pandemic has laid bare the inadequacies of risk terminology in infrastructure. Investors and managers must look beyond labels to weather this storm.
Asset owners are waking up to the value-add opportunities in game-changing innovation.
Sky-high valuations coupled with technology risk might seem to undermine the data centre fairy tale. But for the right assets, opportunities abound.
More than a third of limited partners in infrastructure funds expect to increase their exposure to the asset class over the next 12 months.
Execution, however, is not always straightforward.
... and managers are under ever greater pressure to be more transparent.