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Anonymous men in uniform walking under bridge during work on construction site
As US bridges near the end of their lifespans, private investment has transformative potential, but the sector faces unique challenges.
II Australia Forum
GP consolidation, the role of battery storage in renewables platforms, and the challenges of superfund benchmarking were top of the agenda in Melbourne.
Neon sale sign
‘All of our exits were above holding value,’ head of global infra Niall Mills told us as the 2009-vintage posts 2.6x average money multiple.
Strega site
CEO Andrew Truscott discussed getting comfortable on risk in the landmark Stegra green hydrogen steel plant.
An AWS data center under construction in Northern Virginia.
Co-founder Marc Zahr walks us through the $1bn purchase of digital specialist IPI Partners and its plans for the data centre market.
Aware Super senior portfolio manager Maria Donnelly walks us through portfolio company Vocus’ A$5.25bn bolt-on fibre acquisition.
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.
question marks
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.
Udhay Mathialagan, CEO of Brookfield’s Global Data Centre Group, argues the market will bifurcate into a first division and a multitude of niches.
Fundraising report Q1-Q3
A slight year-on-year improvement in fundraising is unlikely to carry the year in the absence of any mega-fund closes.
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