First Super CEO Bill Watson worries it’s only a matter of time before his superannuates realise they own some of the assets providing them a poor service. He’s right to do so.
It’s not just ‘a wall of capital’ chasing too few deals that has driven up infrastructure valuations in the past 15 years, but other systematic factors as well, the research institute says in its latest study.
Moody´s warns about the lack of transparency and the possible impact of a debt burden on member countries.
An ageing population coupled with government budgetary constraints provide strong fundamentals. But while infra investors might be better custodians than PE, we find they should do a thorough check-up before diving in.
The next generation of investors are increasingly interested in how returns are made, rather than just how big they are, partner David Jeffrey tells the IPEM conference in Cannes.
ESG has become a ‘matter of strategic positioning’ rather than the ‘compliance consideration’ it used to be, according to the group.
The sector is growing rapidly and there are pools of capital - some dedicated - ready to invest.
The country’s regulators have stepped in again to criticise privatisation processes – but singling out private investors while governments escape censure is bad for everyone.
Just like the last two years, there’s talk around US politicians being poised to enact large-scale reform. But investor expectations are probably at their lowest.
5G deployment promises a new era of innovation and an ensuing demand for data, which, together, will create an opportunity to help build the necessary infrastructure.
Expect another year of healthy trading in the market for second-hand fund stakes.
A breakdown of trust across sectors between China and the West stands in the way of the country’s ambitious offshore wind plans.
Investors are pushing for more evidence of diversity, say female fund managers.
Institutional investors are looking to invest capital in a shrinking market. But First Nations communities in need of serious investment represent untapped opportunities.
Across the country, increased needs in ageing sectors is providing opportunity for investors – yet questions of funding models and increased politicisation remain.