Guest Writer
Robert Poole of the Reason Foundation thinks they might be, thanks to a programme established in 2018; and that this time, things might be different.
Traditional core remains central to LP strategies, for now. But with risk appetite growing, the pursuit of higher-yielding investments is spiking interest in other approaches, writes Tom Higgins.
Mark Benedetti and Vladimir Colas, the co-heads of Ardian US, explain what is fuelling the surge of interest in infrastructure secondaries.
Unprecedented dealflow in the renewable energy sector is coinciding with soaring demand for responsible investment, according to Macquarie Asset Management’s Tim Humphrey and Dillon Anderiesz.
A new quota system in Germany’s biggest state will encourage greater institutional exposure to the asset class. But there’s room to go further, says Florian Martin, managing director of KGAL Investment Management.
Investing behind the giga-themes of digitisation, decarbonisation and new living will keep Partners Group on the right side of disruptive change, says the firm’s head of private infrastructure in the Americas, Todd Bright.
The sustainability agenda is creating myriad opportunities for traditional, diversified infrastructure strategies, say Infracapital co-founders Ed Clarke and Martin Lennon.
A mid-market investment strategy allows managers to access under-the-radar assets, but sell into a highly competitive environment, says Jamie Storrow, co-head of Northleaf Capital Partners’ infrastructure programme.
EDHECinfra director Frédéric Blanc-Brude on how to define and understand core, core-plus, opportunistic and mid-market infrastructure.
Climate change is a major cause of the problem but so are institutional failures and adverse economics. Consolidated Water’s president and CEO explains how desalination can be part of the solution.