Aware Super senior portfolio manager Maria Donnelly walks us through portfolio company Vocus’ A$5.25bn bolt-on fibre acquisition.
EQT sheds light on transition strategy, Campbell Lutyens partner decamps to Arcus and European trio secure €5.3 billion Italian exit. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
I Squared founder Sadek Wahba joins The Infrastructure Investor Podcast to discuss his new book – Build: Investing in America’s Infrastructure – and shares his thoughts on the US election.
It’s been a grim couple of years for the 30-plus London-listed infrastructure trusts with some winding down and all of them trading at a discount to NAV. We find out why.
Investor appetite for infrastructure debt will outlive this current period of high interest rates, investment professionals tell us.
Corio Generation is looking for someone to take a chance on its very large and very early stage offshore wind pipeline.
Udhay Mathialagan, CEO of Brookfield’s Global Data Centre Group, argues the market will bifurcate into a first division and a multitude of niches.
A slight year-on-year improvement in fundraising is unlikely to carry the year in the absence of any mega-fund closes.
The firm is seeking 12% IRR for Brookfield Global Transition Fund II, slightly higher than its predecessor.
Octopus Energy believes the time is right to move forward with major investments in the US.