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.
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.
Maintaining a good track record, resisting style drift and choosing the right partners are usually the boxes ticked to mitigate reputational risk. But with the rise of the #MeToo movement, industry stakeholders need to expand their horizons.
Macquarie coined it and Brookfield’s also minting it but expect others to latch on to this catchy moniker as the cycle turns.
The pool of investable assets is widening beyond renewables, as highlighted by Meridiam’s recent electric vehicle charging services deal.
The fact workplace diversity played a role in Chicago Teachers’ recent $50m infrastructure allocation underlines how important the issue is becoming to LPs.
Macquarie Capital’s John Walker called renewables Asia’s ‘investment opportunity of the century’. He’s right.
The firm cited a broader investor pool and simplified tax reporting as drivers behind its decision to convert from a partnership.
GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.
CGN Private Equity is getting 20%-plus returns from operating renewable assets, but CEO Raymond Fung warns there’s only a five-to-seven-year window before these assets get commoditised and Chinese capital catches on to the opportunity.
Raymond Fung, chief executive of CGN Private Equity, tells us on how the world’s largest renewables market is moving towards a more distributed model in the next few years.
Glen Matsumoto, head of infrastructure at Actis, predicts investors that are already not targeting these assets will be doing so in the next three-to-five years.