Daniel Kemp
HSBC AM’s energy transition team, which it took on when acquiring Green Transition Partners in January 2023, has invested in Tekoma Energy.
An equal partnership with indigenous groups aims to create new infrastructure in remote Australia that benefits Aboriginal people and takes a different approach to First Nations consultation and consent.
Portfolio manager Jiren Zhou tells us what attracted the superfund to the data centre platform owned by DigitalBridge and IFM Investors.
The two Michaels – Bessell and Cummings – talk about integration, the synergies between infra and real estate, and the strength of the Australian market.
High profile attacks have pushed physical safety and cybersecurity to the fore. As these risks keep changing, so do the costs of keeping critical infra secure.
Betting on Vietnam’s need for logistics and transport to accommodate its economic growth, the two partners will jointly invest between $250m and $300m in four to five assets.
From the energy transition to the attractiveness of infrastructure debt to technological advances, our Seoul and Tokyo events had plenty of topics to explore both on- and off-stage. Below is a snapshot of what we heard.
GPIF head of infra Kikuko Emae said ‘larger funds with stable track records' would be the main area of focus for LP commitments.
The proposed merger of IFM Investors and ISPT is the latest in a string of examples of GPs seeking to combine infra and real estate strategies.
The Australian superfund-owned managers would combine infra and property expertise, but stakeholders say they have distinct governance arrangements that will be hard to reconcile.