Strategy

Brookfield Infrastructure pointed to key investments in energy assets and data centres during its third-quarter earnings call as a hint to where the company is most likely to deploy capital in the coming decade. Sam Pollock, chief executive of the listed infrastructure subsidiary of Brookfield Asset Management, said it will be “an even battle” between […]

Without a clear definition of what it is and what it can offer investors, the infrastructure sector does itself a disservice, argues Sarah Tame, associate director at EDHEC Infrastructure Institute.

The €23bn Danish pension's director of private investments, Kasper Struve, is comfortable with such investments so long as they pass the ‘infrastructure test’.

CIO Sam Sicilia says the superannuation fund will consider non-core and infra-like assets, but only on a case-by-case basis.

CIO Jang Dong-hun is concerned these investments might prove harder to exit, expresses a preference for publicly regulated assets and recalls a bad experience with crematoriums in Korea.

The Canadian pension has teamed with Generation Investment Management and will target companies with strong ESG attributes.

Panellists from Credit Agricole and Allianz also said they see US infrastructure as their biggest opportunity.

Westbourne Capital was one of the first pure-play infrastructure-debt managers when it was founded by a trio of former Hastings executives. On its 10th anniversary, founder and managing director David Ridley talks about increasing competition, LP appetite and what the future holds.

The US and Canadian pension funds have shifted to Asia for better returns and relationships.

GIP India is focused on deploying the roughly $100m remaining in Fund II, inherited after acquiring IDFC Alternatives’ infrastructure business, before deciding on a future strategy.