Performance

Opportunistic development infra might have benefited from multiple expansion, but as the cycle turns, JPMorgan Asset Management's Anton Pil argues it's regulated cashflows that give the asset class the stabilising factor LPs want in their portfolios.

JPMorgan Asset Management’s Stephen Leh, Infrastructure Research, posits three scenarios – recession, inflation and weak energy prices – that could put pressure on core portfolios.

Co-investments alongside Actis and Equis Funds Group in Asian renewables have generated returns of more than 100% for the Danish pension fund.

Edelweiss Financial Services' Nitin Jain talks about the challenges of investing in Indian infrastructure, including fragmentation, a need for strong oversight and the newness of the asset class.

Over 450 LPs are set to attend our flagship event, starting tomorrow in Berlin. We polled a selection to find out how they're allocating to infra, what strategies are catching their eye and what concerns them the most about the asset class.

EDHECInfra’s Sarah Tame explains how its eight broad market indices aim to give investors the tools needed to measure the asset class’s risk-adjusted performance.

This LP profile made almost 950 commitments to various private vehicles last year.

A survey of over 200 infrastructure industry representatives by EDHECInfra shows what information they are seeking to make better informed investment decisions.

The firm’s 2018 outlook warns that competition for investments has driven down returns and made brownfield projects less attractive.

While no one can dispute that infrastructure, as an asset class, has arrived, the labels used to segment the market – as well as the strategies they symbolise – can spark some passionate debate.