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Investors should follow tourists to Iceland

GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.

The crippling effect of ‘governance correctness’

Partners Group's Steffen Meister believes the days of being able to buy private assets cheaper than public ones are over, but PE will continue to outperform public equities.

Investors should follow tourists to Iceland

GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.

It’s time to stress test your portfolio

JPMorgan Asset Management’s Stephen Leh, Infrastructure Research, posits three scenarios – recession, inflation and weak energy prices – that could put pressure on core portfolios.

Infrastructure debt: Six themes

Darryl Murphy, head of infrastructure debt at Aviva Investors, highlights six key themes characterising the global infrastructure debt market.

PPPs in the age of Duterte

A focus on quality, a streamlined approach and a strong pipeline are cause for optimism. But Pillsbury associate Golda Calonge warns it’s not all plain sailing for investors interested in the Philippines.

Shell game

By not increasing federal spending and pushing that responsibility down to states and local governments, President Trump is kicking the infrastructure can down the road, argues Joel Moser

The Trump infra plan’s PPP silver lining

Former Build America Bureau executive director Martin Klepper identifies five key provisions in the administration’s plan that could boost private infrastructure investment.

Infrastructure 3.0: a new era with new challenges

Philippe Taillardat argues the asset class must revitalise itself to benefit from the new industrial revolution.
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