Brexit

Ron Boots, APG’s European infrastructure head, said the referendum has made it beef up due diligence and scenario analysis; Asia head Hans-Martin Aerts sees silver linings on his side of the pond.

PSP’s Patrick Charbonneau will head over to London in the autumn to build an infrastructure unit as the Canadian pension expands its global footprint.

Stephen Lilley, a partner at the London-listed renewables outfit, believes rising power prices in the wake of the UK-EU split could benefit the onshore wind industry.

The Australian fund manager also says deal processes could be delayed in the short term, but expects a pick-up in investment activity as soon as the dust settles.

IFC Asset Management’s Viktor Kats talks emerging market political risk at a time when the developed world is rocked by Brexit.

The pension has about half of its $2.98bn infrastructure portfolio invested across UK energy. CIO Claus Stampe says Brexit will not influence current projects, but would not talk about future ones.

The Bank’s president, Werner Hoyer, is sad to see the UK leave the EU but stresses there will be no immediate changes to the EIB’s engagement with the country.

The asset class is suffering less than the wider equities market, but investor fright takes toll on blue-chip names.

Infrastructure investors underline their portfolios are relatively insulated – but the UK’s leap in the dark leaves many deeply concerned.