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Bruno Alves

Bruno Alves is the Senior Editor of award-winning publication Infrastructure Investor. Bruno has been a journalist for nearly 20 years and first joined Infrastructure Investor in December 2009, where he quickly rose to become Associate Editor and a leading writer covering the infrastructure asset class. He’s been Senior Editor since 2015 and is also responsible for Agri Investor, PEI Group’s agriculture-focused publication.
Infra’s most promising sectors are about the future, forcing a reckoning for an asset class fixated on the built environment.
While open to nuance, investors are signalling what they want out of energy transition investing.
LP interest in the asset class continues to be high and there are tentative signs that the pace of fundraising is improving.
Only $112bn was raised by closed-end structures last year compared with a high of $172bn in 2022.
Big fish eating smaller fish
BlackRock’s $12.5bn acquisition of GIP takes consolidation to new heights, underlining infra’s skyrocketing popularity.
Generative AI is making data centres even more power hungry, putting the spotlight on their clean energy needs.
Energy transition funds were a bright spot, with products on offer increasingly capturing the sector’s depth.
A man flees as coins, representing continued investment, topple and threaten to hurt him.
With just over $82bn of unlisted, closed-end funds closed to date, you have to go back to 2015 for such a low tally.
A tough year generated plenty of soul searching on where the asset class is headed.
Infra investors will be at the forefront of climate adaptation and mitigation investments. But expect heated discussions on what’s a fair return.
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