Infrastructure Investor Staff
Infra’s a strong earner for Partners Group; GIP’s India partner exits; and ICG’s €400 million Enfinity push. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
Three infrastructure experts share their insights on the relative merits of a diversified investment approach.
Three industry specialists discuss which strategies they expect will attract the most attention and appetite among investors over the coming year.
Japanese duo return with second fund; Antin sees second partner exit this year; and Patria teams up with PIF for a $1.6 billion highway deal. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
A thematic approach to investment opportunities combined with the construction of diversified portfolios can generate attractive risk-adjusted returns in any macroeconomic environment, say Partners Group’s Irene Mavroyannis and Ed Diffendal.
Inside: How investors are planning their next move in an evolving asset class; How high interests are affecting core infrastructure; Why debt and secondaries are taking centre stage; Expert comment and analysis from industry leaders; Plus much more…
Infrastructure investors have the opportunity and responsibility to create long-term value by engaging with, and meeting the needs of, communities, according to Instar Asset Management’s Gregory Smith.
Infrastructure is a long-term asset class and requires a different approach to a PE-orientated one, says Vauban Infrastructure Partners’ Mounir Corm.
Diversified portfolios with minimal leverage are well-placed to thrive amid market volatility, says Northleaf’s Jamie Storrow.
Investors are taking a binary approach to protect from downside risk and add value, says PATRIZIA’s managing director of infrastructure Tom Maher.