Infrastructure

Investor Profile

Real assets a haven in likely stagflationary environment

An overweight position in real assets and private equity, and an underweight to equities and bonds positioned the Ohio School Employees Retirement System for success in the last year but CIO Farouki Majeed is now even more convinced a stagflationary environment is likely and is positioning the fund accordingly.

Amanda WhiteAugust 16, 2022

Featured Story

CDPQ’s infrastructure portfolio forges ahead with bet on Middle East growth

Sarah RundellJuly 19, 2022

Sustainability Cambridge - April 2022

Infrastructure investors hunt decarbonisation pathways

Sarah RundellApril 21, 2022

Performance variation impacts treatment of infrastructure: PGIM

Ben HurleyMarch 16, 2022

Investor Profile

POBA performance reflected in funding level

Amanda WhiteAugust 31, 2021

Sustainability Digital – Sept 2021

ADIA infrastructure focuses on renewables, digital

ADIA is increasing its focus on renewables and digital infrastructure as its infrastructure investments mature and a more sector-led strategy is introduced into the planning process according to Karim Mourad, global head of infrastructure at ADIA.

Amanda WhiteAugust 10, 2021

Infrastructure

Investing in new infrastructure

This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.

Claudia GuestMay 1, 2021

Infrastructure

The importance of the right benchmark

A new paper by EDHECInfra argues that selecting the right benchmark could completely change investors' preferred asset allocation to infrastructure equity and debt.

Frederic Blanc-BrudeMarch 1, 2021

Infrastructure

Infra models under the spotlight

A nuanced environment for modelling cash flows and discount rates in infrastructure comes at a time when pension funds globally are looking to invest more heavily in the asset class. So what should investors be looking out for?

Matthew SmithNovember 5, 2020

Manager Relationships

APG, NPS collaborate on private assets

Two of the world’s largest pension funds, the $626 billion Dutch APG and the $660 billion National Pension Service of South Korea (NPS), have joined forces in a partnership to invest in private assets including infrastructure and private real estate.

Amanda WhiteOctober 21, 2020

Infrastructure

Investing in infra: living dangerously?

COVID-19 lockdowns have highlighted the risks in infrastructure, that have been there all along. The realisation that infrastructure assets represent significant risk exposures, that should be understood and managed, will determine the coming of age of the infrastructure asset class.

Frederic Blanc-BrudeMay 4, 2020

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