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Infrastructure has come to play an indispensable role in investors’ portfolios, argues Campbell Lutyens’ James Wardlaw, and the asset class continues to evolve.
Wind turbine
Transparency, discipline and diversification are key, says Wim Blaasse, managing partner at DIF Capital Partners.
Boe Pahari, global head of infrastructure at AMP Capital, thinks air travel will be transformed by advances in AI.
Norton Canes Roadchef
Alain Rauscher and Mark Crosbie of Antin Infrastructure Partners on the art of spotting new sectors.
Bruce Chapman
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.
Toronto
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.
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