The question is 'when' not 'if' at this stage, with Cambridge Associates' Andrea Auerbach pointing out GPs have been flocking to these facilities 'in droves, like a Black Friday shopping mob'.
Frank Kwok, co-head of Asia-Pacific for Macquarie Infrastructure & Real Assets, argues infra investors are 'ultimately looking for priviledged cashflows', whether it's in land registries or some of the more tradional assets the country has to offer.
With expenditure growing from 12% to 20% of global GDP, AMP Capital global head of infrastructure health Julie-Anne Mizzi is bullish on the sector, but warns it's not without challenges.
Global clean energy investments are down 1% in the first half of 2018 compared to last year, but the second quarter actually saw 8% more investment.
QIC Global Infrastructure co-founder Matina Papathanasiou argues diversity goes beyond gender, but meaningful representation in line roles is key.
Global Infrastructure Hub’s Chris Heathcote tells us emerging-market risk is ‘overblown’, as report finds $2trn investment need for 10 African countries.
Amid uncertainty in many other markets around the world, Australia’s infrastructure pipeline remains strong, despite the end approaching for big-ticket privatisations, a group of industry experts argue.
Interest rate rises are a chief concern for infrastructure investors. But the asset class is proving resilient throughout different economic cycles. If anything, as rates increase, so does interest from investors.
Much is made of restrictions to foreign investment. Little, however, is heard about what happens when exits to certain types of investors create odd bedfellows.
Demand for regulated assets shows no signs of abating, but neither does regulatory risk as a major investor concern. We delve into the apparent cognitive dissonance.