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With covid-19 vividly demonstrating how quickly things can turn upside down, Infrastructure Investor sat down with four experts to hear their views on what investors can expect from the asset class in the near to medium-term.
The realities of the pandemic should prompt the industry to re-examine the risks it has taken over the past decade.
Stockholm
Preparations for an economic downturn meant the vast majority of EQT’s infrastructure portfolio had been refinanced prior to the crisis, the head of real assets tells us.
The solar manager has recently launched a new private UK solar fund, while it continues to fundraise for its international fund NextPower III.
Long a favourite asset of infra investors, airports' risk profile suddenly changed with the onset of the coronavirus, suffering more than 90% drops in traffic in April.
Michael Hanna
Michael Hanna, head of infrastructure, Australia, at IFM Investors, on what the coronavirus means for infrastructure investment.
Rosheen McGuckian
Rosheen McGuckian, chief executive of NTR, on what the coronavirus means for infrastructure investment.
We approached 10 leading industry figures to find out what is in store for the asset class as countries around the world tentatively ease the lockdowns that have been in place in recent months.
Boe Pahari
Boe Pahari, global head of infrastructure equity at AMP Capital, says the covid-19 pandemic has acted as a catalyst for change in the sector.
Generate Capital's Jigar Shah and American Infrastructure Holdings' Jay Tannon argue that the crisis presents an opportunity to kick-start infra development.
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