Consistent policy and a substantial budget allocation for infra are reassuring trends for investors as Narendra Modi’s government enters its third term.
A new regulatory period looms but attracting much needed capital when ‘investors can earn a higher return with much less risk’ elsewhere will be an uphill struggle.
Investing with intent, the EIF seeks both monetary and political returns from the asset class, says head of infra Gabriele Todesca.
Several fibre investments have struggled recently, but the AI boom could provide an uplift for the once known ‘fourth utility’.
Monday’s market meltdown highlighted jitters around AI’s profitability, raising questions for the providers of the infra underpinning it.
There's no reason why the 80-20 rule shouldn't apply to the energy transition, and those interesting 20% may be found far from home.
As floods, wildfires, storms and sabotage threaten the world’s infrastructure, distributed systems will help provide resilience.
The year kicked off with the industry-shattering news of the BlackRock, GIP tie-up and while other mergers soon followed, there are indications that consolidation is not the only game in town.
Once just regarded as small rooftop solar assets, the distributed generation sector is becoming the target of infrastructure funds in the US. We find out why.
The structure, at the heart of funds by BlackRock and Brookfield, appears to be gaining momentum.