Infrastructure Investor Staff
Stonepeak’s James Wyper discusses the encouraging backdrop for transport and logistics investing in North America resulting from strong economic fundamentals and favourable government policies.
Inside: What is infrastructure’s future in the age of deglobalisation?; Why specialist care needs special treatment; How US states are taking it into their own hands when it comes to Biden’s infra plan; A debt roundtable; Plus much more…
Ground leasing is expanding from telecoms towers into renewables and represents an underserved but compelling segment of the infrastructure industry, says Ardian’s Michael Obhof.
US digital infrastructure stands head and shoulders above the competition, says Palistar Capital’s Omar Jaffrey.
While offshore wind investment is needed for the energy transition, it is still in its infancy, writes Joel Kranc, leaving investors to assess cost versus return potential.
Why Igneo’s John Ma and Michael Ryder believe a hands-on approach to guiding infrastructure portfolio companies is needed.
Consumer and enterprise demand for data and generative AI points to a bullish future for US data centre operators, say Partners Group’s Fentress Boyse and Morgan Jones.
Ridgewood’s Ross Posner and Michael Albrecht see opportunity in America’s fragmented water systems.
Cost competitiveness, government support and societal need are driving long-term investment opportunities in green energy, says Schroders Greencoat’s Coen Weddepohl.
I Squared adds 27 to shareholder base, AP Moller Capital eyes $1 billion for new EM fund, and KKR makes $804 million move for minority data centre play. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.