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Amy Carroll

LP due diligence is focusing on managers’ ability to replicate historical performance in a very different economic environment.
Short-term liquidity constraints are hitting fundraising hard but investors recognise that 2023 is a year when infra can really shine.
Climbing interest rates are limiting the ability of subscription lines to boost IRRs.
Some of the key takeaways from Infrastructure Investor's LP Perspectives 2023 Study
Emphasis on ESG continues to grow but diversity and inclusion lags.
Infrastructure investors are broadening their investment remit in the race to reach net zero.
Infrastructure managers are evolving their offerings in order to be fit for the future.
A flood of new money into digital infrastructure has seen valuations spike and returns compress. But there are still opportunities to generate alpha for those with deep domain expertise and creativity.
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