Guest Writer
With technology rapidly changing, making accurate predictions – and successful long-term investments – is increasingly hard. But, as Ben Hammersley explains, it is by no means impossible
DIF partner Willem Jansonius discusses starting small, building scale and enhancing value in the global under-developed telecoms infrastructure sector.
Marc Ganzi, co-founder and CEO of Digital Bridge, on telecoms’ evolution from venture capital play to burgeoning institutional digital infrastructure asset class
The UK has for many years been heralded as a treasure trove of investable infrastructure assets. Core infrastructure equity has been generating double-digit internal rates of return and, according to ratings agency Moody’s, there has only been one instance over a 34-year period of an A-rated UK infrastructure bond defaulting, compared with 10 in the […]
Tim Briggs, a partner in Herbert Smith Freehills’ competition, trade and regulation practice, on why the UK’s regulatory framework has been so successful, its greenfield potential and how it could all fall apart
Izzet Güney and Henri Piganeau, of Cube Infrastructure Managers’ Connecting Europe Broadband Fund, highlight the opportunity presented by fibre-optic rollout in European rural areas
Tim Briggs, a partner in Herbert Smith Freehills’ competition, trade and regulation practice, on why the UK’s regulatory framework has been so successful, its greenfield potential and how it could all fall apart.
Prices have increased steadily over the last decade, but EDHECinfra’s Frédéric Blanc-Brude and Sarah Tame argue ‘peak infra’ might actually have occurred two years ago.
Prices have increased steadily over the last decade, but EDHECinfra’s Frédéric Blanc-Brude and Sarah Tame argue ‘peak infra’ might actually have occurred two years ago.
Declan O’Brien and Alex Leung of UBS Asset Management’s infrastructure research and strategy division argue that the asset class will continue to be resilient in the face of market volatility.