Tom Taylor
The proposed merger comes as Australia’s superannuation assets approach the A$4trn mark.
Although Taiwan continues to send strong signals to investors through its offshore windfarm auctions, challenges remain for prospective developers charting a course through the country’s strict localisation requirements.
Consistent policy and a substantial budget allocation for infra are reassuring trends for investors as Narendra Modi’s government enters its third term.
ART sees scale as a positive following a period of rapid growth, with allocations to illiquid assets such as infrastructure a likely beneficiary.
Infra’s long-term nature makes geopolitical trends especially relevant, manifesting in opportunities as well as risks if managed carefully.
The integration of renewable energy projects on farmland is sparking debate among Australian farmers.
Taiwan’s burgeoning wind industry faces geopolitical challenges and stringent local content policies, yet international investors like CIP remain undeterred. We find out why.
While other players see opportunities in Taiwan offshore wind, BlackRock’s focus is squarely on solar.
The Japan University Fund will build on the experience of managing director Tadasu Matsuo to invest in infra and other alts without the need for gatekeepers.
Partner Thomas Liu explains why Actis invests through its RE and infra units, with the latter playing a key role in sourcing clean energy for power-hungry data centres.