Bruno Alves
In this inaugural episode of The Infrastructure Investor Podcast, DigitalBridge CEO Marc Ganzi walks us through data centre resource bottlenecks, how to stay on the right side of the infra risk-return spectrum and much more.
As with climate, we need large thematic pools of capital with an infra mindset to finance the digital revolution.
The US state played a winning hand to bring an outperforming toll road concession under public control for a bargain.
Monday’s market meltdown highlighted jitters around AI’s profitability, raising questions for the providers of the infra underpinning it.
Fundraising was much improved year-on-year, but managers are spending nearly 30 months on the road before funds reach a final close.
The close puts the Spanish manager roughly at the halfway mark after five months in market, as it lands its first airports deal.
The structure, at the heart of funds by BlackRock and Brookfield, appears to be gaining momentum.
A first close is earmarked for later this year, which could see the vehicle raise about half of its targeted capital.
New firm Proxima aims to capitalise on an undersupply of trains in key parts of the market, co-founder Tim Jackson tells us.
There are now more options than ever for managers to form capital around their marquee holdings.