Founders are cashing in as the infra market undergoes another round of manager consolidation. But the LP community remains sceptical
There has been a definite uptick in the amount of public money spent on infrastructure projects with private backing. But investors have had to get creative to access that capital.
Fibre companies across North America and Europe are grappling with issues of cost and overbuild.
Research suggests that managers are much better off with a timely and orderly introduction of carbon taxes rather than waiting for panicked measures.
The tail end of 2023 saw an uptick in IRA-enabled tax credit transfers, with estimates for market size ranging from $4bn-$9bn. That number is expected to grow, despite market inconsistencies.
While open to nuance, investors are signalling what they want out of energy transition investing.
With one of the world’s largest pools of institutional capital, Japan is perennially on managers’ radars. But now it is re-emerging as an attractive place to invest.
Initial overselling shouldn’t shadow what will be a solid delivery down the line for offshore wind, energy islands and green hydrogen.
An increased 7% infra allocation and a new mandate will make APG’s commitment to the energy transition even clearer, says asset class chief Jan-Willem Ruisbroek.
Global head of real assets Nik Kemp outlines how the superfund is looking to grow its infra business and address its underallocation to European assets.