Jordan Stutts
A clean, beautiful mess President Donald Trump announced in October the “war on clean, beautiful coal” has ended with the Environmental Protection Agency beginning its rollback of the Clean Power Plan. That’s right. Clean, beautiful coal wins because the Clean Power Plan loses. EPA Administrator Scott Pruit said the plan imposed “devastating effects” on the […]
With infrastructure funds having to adapt to a constantly changing market, Jamie Mehmood, RBS International’s newly appointed head of infrastructure and renewable energy funds and Ian Stocker, senior director and coverage lead for the sector, explain how this has affected managers’ financing needs and the value that banking partners can provide. Q: RBS International has […]
ANZ’s Craig Shortus, head of utilities and infrastructure for Australia, and Tsen Wong, director, utilities and infrastructure, institutional banking, tell us what steps Australia should take to improve its energy mix Among the consequences of the storm that cut power in Victoria late last year was Alcoa’s closure of one of two potlines at its […]
Anton Pil, managing partner of JPMorgan Asset Management’s $130 billion global alternatives business, tells Jordan Stutts the real story in US infrastructure is not the one stealing the headlines, but rather how monetary policy could deeply impact the asset class If you just stick to the headlines, then the big story this year in the […]
“In terms of low yield and too much liquidity chasing the same yield? Yes, absolutely,” Claus Fintzen, chief investment officer and head of infrastructure debt at Allianz Global Investors replies when asked whether infrastructure debt has turned ‘frothy’ in certain markets. His response echoes that of all the other professionals Infrastructure Investor interviewed for this […]
Opinion Portfolio manager, global listed infrastructure, Cohen & Steers Benjamin Morton The trend in 2017: if you don’t like the news, just say it’s fake. Further to the article EDHEC infra pleads for watchdog intervention on ‘fake infra’, published on 11 October, it appears this approach has crept into the investing world too. With the […]
Leisel Moorhead, a partner in the global infrastructure team at QIC, explains how ESG considerations were front and centre throughout the firm’s Port of Melbourne acquisition The October 2016 acquisition of the Port of Melbourne on a 50-year lease, in the Australian state of Victoria, by QIC and our consortium partners provides another opportunity for […]
Matthew Norman, global head of infrastructure for Crédit Agricole CIB, tells how the emergence of a European institutional debt market has altered the lending landscape, why the bank sees institutional investors as partners – not competitors – and discusses the opportunities offered by the core-plus sector. Q: Europe has historically been a very bank-centric infrastructure […]
Anton Pil, managing partner of the firm’s $130 billion global alternatives business, argues the real story in US infrastructure is not the one stealing the headlines, but rather how monetary policy could deeply impact the asset class.