Matthieu Favas
Matthieu Favas is the editor of Agri Investor. He was previously the web editor of Infrastructure Investor, where he started in 2013 after a year as a reporter at Private Equity International. Prior to joining PEI he spent four years in the wine industry in London, Spain and Mongolia.
Ron Boots, APG’s European infrastructure head, said the referendum has made it beef up due diligence and scenario analysis; Asia head Hans-Martin Aerts sees silver linings on his side of the pond.
Dealflow constraints, political changes of heart and fierce competition are all part of the Australian landscape. But five industry champions tell Matthieu Favas why the market continues to compare favourably to its peers
The UK developer has also sold its entire stake in Balfour Beatty Infrastructure Partners, a $618m vehicle, to a Kuwaiti-owned investment firm.
In addition to Western Europe, the partnership between Santander, OTPP and PSP could soon be scouting for assets in India and Poland.
The Australian fund manager also says deal processes could be delayed in the short term, but expects a pick-up in investment activity as soon as the dust settles.
The Auckland-based firm is snapping up Balfour Beatty’s stake in the $185m University of Wollongong housing scheme shortly after one of its founding partners stepped down.
The fund manager is buying Parkia from EQT and Mutua Madrileña for a reported €300m less than two years after a merger between the two investors’ respective car park operators.
The asset class is suffering less than the wider equities market, but investor fright takes toll on blue-chip names.
Infrastructure investors underline their portfolios are relatively insulated – but the UK’s leap in the dark leaves many deeply concerned.
Infrastructure operators remain glaringly vulnerable to high-profile hacks. It’s time to get serious.