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Market turbulence has hit fundraising, but managers remain bullish on the future of the asset class.
Three infrastructure experts share their insights on the relative merits of a diversified investment approach.
Not all strategies are created equal, as rising interest rates see investors turning to core-plus and value-add
Demand remains high for infrastructure co-investments, but will appetite hold against a more challenging macroeconomic climate?
Three industry specialists discuss which strategies they expect will attract the most attention and appetite among investors over the coming year.
A thematic approach to investment opportunities combined with the construction of diversified portfolios can generate attractive risk-adjusted returns in any macroeconomic environment, say Partners Group’s Irene Mavroyannis and Ed Diffendal.
Infrastructure investors have the opportunity and responsibility to create long-term value by engaging with, and meeting the needs of, communities, according to Instar Asset Management’s Gregory Smith.
Infrastructure is a long-term asset class and requires a different approach to a PE-orientated one, says Vauban Infrastructure Partners’ Mounir Corm.
Diversified portfolios with minimal leverage are well-placed to thrive amid market volatility, says Northleaf’s Jamie Storrow.
Investors are taking a binary approach to protect from downside risk and add value, says PATRIZIA’s managing director of infrastructure Tom Maher.