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Trends

While ‘room for improvement’ remains in ESG asset reporting, there has been a notable increase in funds submitting themselves to the body’s assessments – up 17% on last year.
Transportation consultants are regularly misusing mathematical methods to flatter their models’ explanatory capabilities. Robert Bain explains how and why investors should heed the warning signals.
A draft infrastructure bill recently introduced by the chair of the House Transportation Committee does a good job addressing what needs to be fixed and how. But it does not yet establish the framework the public and private sectors need.
With managers increasingly putting pressure on LPs to enter the carry early, Threadmark partner Patricia Wilkinson and PEI senior editors Bruno Alves, Jonathan Brasse and Toby Mitchenall look across asset classes to find out whether the status quo really is changing.
The line between opportunistic investments, legitimate expansion of the asset class’s boundaries and strategy drift is a fine one to tread.
The Canadian pension is targeting a C$40bn infrastructure portfolio within five years, after adding C$400m in assets from March to June this year.
A ‘paradigm shift’ in US regulation could lead to foreign investments, even for minority stakes, submitted to mandatory reviews.
The hurdle rate is facing downward pressure; investors might just let it slide.
The Eno Center for Transportation argues ‘privatisation for its own sake is bad public policy’ but is not averse to public-private partnerships when appropriate.
Watching the German government tie itself in knots to prevent China State Grid buying into 50Hertz drove home how inadequate its laws are.
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