Infrastructure is outperforming private equity and real estate for PensionDanmark, PKA and Industriens Pension, which have a combined AUM of more than €89bn.
With President Trump’s infrastructure plan now thoroughly politicised and the industry reacting tepidly to it, it’s probably time to let go of any hopes of a grand public-private bargain.
Islamic finance has been rapidly growing, but Muslim-majority countries are still facing some of the world’s worst infrastructure shortfalls.
Trump’s 30% tariff on solar panels will not be a deal-breaker but highlights his general disregard for the renewables industry.
Industry veteran Joel Moser takes a dim view on the Trump administration’s recently leaked infrastructure plan.
Emma Haight-Cheng, AMP Capital’s European head of infrastructure debt, finds the emerging infra sector is heating up.
Carillion’s collapse underlines how hard life might become for infrastructure investors that are unable to conclusively demonstrate how they add value to the communities they operate in.
Tribalism about procurement methods is preventing a serious discussion about who pays for infrastructure in an age of unprecedented consumer empowerment.
Less capital was raised and fewer funds closed this year, but they packed a bigger punch than in previous years.
After more than three years of development, China’s Belt and Road initiative seemed to achieve greater clarity this year, but more work is needed for it to make better financial sense to external investors.