Strategy

Seraya Partners CIO James Chern says the firm is researching the prospects for its second fund, as its first vehicle nears full deployment.

Macquarie Asset Management recently announced a significant sale-and-leaseback deal for a portfolio of mobile towers owned by Rakuten – a sign of things to come, says Japan real assets head Toru Inoue.

The subpar fundraising environment of the past two years has played a role in spurring interest in co-investments, but it’s not the only driving force behind the rising trend.

Udhay Mathialagan, CEO of Brookfield’s Global Data Centre Group, argues the market will bifurcate into a first division and a multitude of niches.

MAM will continue to realise mature green assets over the coming years, although at a reduced level compared to FY22 and FY23.

The world will need more impact-focused capital in the coming years, and developing markets a fairer share of it.

An IEEFA report claims the Clean Energy Finance Corporation could mobilise more private capital for the energy transition by focusing on credit enhancement.

In his first interview since taking up the role, QIC head of private debt Simon La Greca says investors have become increasingly attracted to infra debt as they seek stable returns.

The European-focused fund manager has already deployed more than 40% of Arcus European Infrastructure Fund 3 across four companies.

Stonepeak's head of Asia Hajir Naghdy discusses how the firm is taking its global investment approach to Asia to take advantage of ‘multi-decade’ investment tailwinds.