Why UniSuper CIO thinks the data centre party is over

John Pearce

While digital infrastructure assets like data cen
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Aware Super mulls return to infra funds; builds AI-driven data edge

Aware Super mulls return to infra funds; builds AI-driven data edge

Aware Super is considering a return to infrastructure funds after years of favouring direct investments. The infrastructure allocation currently stands at $15 billion and the fund sees benefits to access a “broader set of offerings” and opportunity sets via fund commitments to GPs, its head of infrastructure Mark Hector says.

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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.

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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.

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Thames Water: A lesson in infrastructure valuations

Careful consideration of trends in Thames Water's cost of capital and volatility, calculated using an appropriate risk model, would have anticipated the operator's financial difficulties. The failure to recognise the loss in value at the right time raises the question of how to value this type of asset.