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Boe Pahari, global head of infrastructure at AMP Capital, thinks air travel will be transformed by advances in AI.
Alain Rauscher and Mark Crosbie of Antin Infrastructure Partners on the art of spotting new sectors.
Threadmark co-founder Bruce Chapman on the evolution of investor appetite for infrastructure.
Infrastructure has always been about long-term certainty, but changes in everything from regulation to technology are pushing investors to embrace flexibility, say Vincent Levita and Bruno Candès of InfraVia.
Smarter use of data is just part of the revolution in infrastructure, say Marcus Ayre and Danny Latham of First State Investments.
Created in the wake of the global financial crisis, the asset class is perfectly positioned to take advantage when the economy turns once again, says Schroders’ Charles Dupont.
With a spiralling infrastructure deficit to address over the next two decades, building trust and connectivity with stakeholders is more important, and challenging, than ever before, writes InstarAGF’s Gregory Smith.
Austerity, digitisation and shifting demographics have reignited the legitimacy debate, says Hermes’ Peter Hofbauer.
The Nordic countries are arguably Europe’s best investment opportunity but they require considerable local nous. Five industry experts examine how to navigate the region’s idiosyncrasies.
Four industry participants tell us how last year’s volatility tested the asset class in all the right ways, highlight their advantage over generalists and explain why strategy drift is not an issue.