Infrastructure

APG’s answer to aligning government and investment goals in infrastructure

An increasing push to invest in home markets means asset owners need better frameworks for aligning government expectations with investment goals. APG’s three-pronged approach for public infrastructure investments could act as a guide for other investors looking to balance fiduciary duty with political demands.
Darcy SongOctober 16, 2025
FIS Stanford 2025

Public-private partnerships key to fixing US infrastructure

Darcy SongSeptember 29, 2025
Infrastructure

APG’s infra ramp-up: APAC markets in focus

Darcy SongAugust 18, 2025
Infrastructure

Temasek chases core-plus infra, creates private credit offshoot

Darcy SongJuly 11, 2025
FIS Harvard 2025

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

Darcy SongMay 22, 2025
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Featured Story

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.
Sarah RundellAugust 29, 2023
Infrastructure

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.
Noel AmencAugust 17, 2023
Asset Allocation

How Railpen keeps illiquid asset allocation on track

New research on private markets at Railpen has produced a framework that focuses on scenario planning and the uncertainty inherent in illiquid investments taking account of “portfolio steerability”, allocation drift and the impact on short-term liquidity management resulting in a more dynamic approach.
Amanda WhiteJuly 13, 2023
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