Daniel Kemp

Infrastructure investing is now mainstream, with GPs and LPs investing in a wide range of strategies – many of which would not have been considered infrastructure 15 years ago. How has the sector changed? And will it continue on its growth trajectory? We find out.

The Australian fund manager is aiming for a more decarbonised and self-sufficient supply chain buying solar modules and batteries for its renewables projects that use the polysilicon manufactured at the Lansdown facility.

Despite a challenging fundraising environment, the collective amount of capital raised by infra's top GPs is in excess of $1trn for the first time.

AustralianSuper says Origin is ‘substantially’ undervalued and ‘an ideal platform to invest in the energy transition’.

Portfolio manager Jiren Zhou sees more attractive returns compared to utility-scale assets, and a way to avoid grid congestion headaches.

The bidders’ brown-to-green plan for Origin Energy eclipsed significant competition concerns in the Australian watchdog’s landmark decision.

Australia’s competition watchdog said Brookfield’s Global Transition Fund would have a ‘strong imperative and commercial incentive to lower emissions quickly’, outweighing vertical integration concerns.

Morrison & Co’s Steven Fitzgerald said the investment is consistent with its decarbonisation thematic and ‘fundamentally’ has the characteristics of infrastructure.

The ACCC’s decision to oppose Transurban’s EastLink bid shows it has become serious about toll road competition.

As the infrastructure world distances itself from China, market participants tell Infrastructure Investor what happens next.