Investing in infra: living dangerously?

Do infrastructure investors live dangerously? I
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Why UniSuper CIO thinks the data centre party is over

Why UniSuper CIO thinks the data centre party is over

The demand for AI driving data centre construction might be “insatiable”, but the chief investment officer of the $115 billion UniSuper thinks that investors could be taking on technology debt and misreading the regulatory tea leaves as they rush to buy digital infrastructure.

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Temasek chases core-plus infra, creates private credit offshoot

The $338 billion Singapore state investor Temasek is contemplating allocating more capital to core-plus infrastructure projects, especially those related to data centres, energy transition and ageing facilities. The fund also spun out a standalone private credit platform called Aranda from its in-house credit team last fiscal year. 

AI the ‘most consequential’ trend for infra investors despite scepticism

AI is “the most consequential megatrend” for infrastructure investors with opportunities not only around data centres, but also energy and fibre networks by extension. But despite the bullishness, some asset owners are wondering when – or if – AI will deliver a miraculous productivity gain and benefit the underlying infrastructure.

PUBLICA builds alternatives through partnerships

In the latest development of its private market portfolio, Swiss pension fund PUBLICA is investing in infrastructure equity in a partnership with three other Swiss pension funds and Dutch pension investor APG.

Investors must (creatively) make room for sustainable assets in portfolios

The investment path to net zero may not always be clear. With no dedicated asset class and shifting risk profiles for energy transition-critical assets, the Fiduciary Investors Symposium heard that asset owners need to be flexible and ready to creatively make room in their portfolios when the right opportunities arise.

Board control critical to ESG stewardship in unlisted infrastructure

Investors can de-risk and increase the long-term returns of unlisted infrastructure assets by enacting forward-looking ESG transitions, investors say, but they need to ensure sufficient control at the board level.

India’s NIIF: A poster child for development finance

Sujoy Bose played a central role in setting up India's celebrated sovereign development fund, the National Investment and Infrastructure Fund. He explains how NIFF's governance combines a perfect combination of sovereign comfort for investors seeking Indian exposure alongside the discipline and freedom to hunt returns.