May 2019 issue
Industrial strength
More than halfway towards its โฌ1bn hard-cap, KKR veteran Jesรบs Olmosโs new outfit is off to a strong start.
Intermediate by name, mid-market by nature
When ICG thought about setting up an infra business, it was lucky enough to find a team at
EDF Invest ready and waiting. New head Guillaume dโEngremont outlines the plan.
A deal-sourcing head start
An agreement with AECOM to source projects and a focus on greenfield make AVAIO Capital stand out from the mid-market pack.
Three new mid-market outfits to watch out for
With average fund sizes getting bigger and bigger, new GPs are โ wisely โ choosing to target the mid-market. We cast the spotlight on three new firms with roots in larger industry outfits.
Norwayโs sovereign fund shouldnโt stop at unlisted renewables
Taking its motives at face value, there is no obvious reason for the Government Pension Fund Global not to invest across the wider infra universe.
Digital: Bridging the digital divide
Izzet Gรผney and Henri Piganeau, of Cube Infrastructure Managersโ Connecting Europe Broadband Fund, highlight the opportunity presented by fibre-optic rollout in European rural areas
Digital: From then to now
An overview of the milestones in the digital revolution, from 1947 to today, helps point the way to whatโs next
โDeals like this donโt grow on treesโ
Oaktree Capital Management wasnโt looking for a partner when Brookfield Asset Management approached it. Founder Howard Marks discusses the merger, and what lies ahead for private markets
Three things that could derail UKโs infra investment boom
Claire Smith, alternatives director at Schroders, discusses the potential disruption from renationalisation, regulatory reforms and Brexit
Digital: Three top trends
Digital infrastructure is a relatively new sector and is developing rapidly, with investment pouring into data centres, fibre and towers
Roundtable: Moving to the mid-market
With Australiaโs asset-recycling programme over, dealflow is now a solidly mid-market affair. But our roundtable participants tell us they do not see a slowdown soon.
Will investors heed former World Bank chiefโs advice?
Meridiamโs second closing of its Africa infrastructure fund shows both the opportunities provided by the continent and investorsโ continued perceptions of it.
Digital: How digital became integral
Digital infrastructure is already mainstream and keeps growing in importance
Digital: Five things we learnt in Berlin
Digital infrastructure was a hot topic at this yearโs Global Summit. Here are the highlights from the biggest event in the infrastructure investment calendar
Relevance at every point in the cycle
In buying Oaktree and capturing its credit business, Brookfield now has capital to serve its clients at all times, says chief executive Bruce Flatt
Digital: Fast five
From what excites them to what worries them, LPs and GPs share their views on the digital sector
Digital: Investing for tomorrowโs needs, today
AMP Capital partner Matt Evans explains how investing in the systems that connect people, business and things can harness the growth and progress of our digital journey
Digital: A great capacity to build
DIF partner Willem Jansonius discusses starting small, building scale and enhancing value in the global under-developed telecoms infrastructure sector
Predicting the future without a crystal ball
With technology rapidly changing, making accurate predictions โ and successful long-term investments โ is increasingly hard. But, as Ben Hammersley explains, it is by no means impossible
โBrook-treeโ is an outcome of what the money wants
Both institutional investors and equities shareholders have been pushing for consolidation in private markets in a bid to stabilise profits.
The direct investor who became a money manager
With C$18bn in the asset class, OMERSโ head of infrastructure Ralph Berg says that partnering with some of the worldโs most sophisticated institutions is โnow a core pillarโ of the pensionโs strategy
Will the RAB model last?
Tim Briggs, a partner in Herbert Smith Freehillsโ competition, trade and regulation practice, on why the UKโs regulatory framework has been so successful, its greenfield potential and how it could all fall apart
Digital: Building value, earning trust
Marc Ganzi, co-founder and CEO of Digital Bridge, on telecomsโ evolution from venture capital play to burgeoning institutional digital infrastructure asset class
France threatens to fall down the referendum rabbit hole
Resorting to a plebiscite to block the privatisation of airport operator ADP would not only be counterproductive, it would set a dangerous precedent whereby a minority in parliament could block legislation it didnโt like.
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