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
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
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
The current coronavirus crisis has exposed many weaknesses, one of them being the chronic under-investment in social infrastructure in most countries – developed and emerging. So what can be done to make this more attractive for investors and meet the need?
Georg InderstApril 20, 2020
India’s new sovereign development fund has raised a further £1.3 billion, on top of the government's $3 billion, to finance domestic infrastructure and growth. Key to its success is the unique investor-owned structure, similar to Australia's IFM Investors, and generous co-investment terms.
Sarah RundellFebruary 11, 2020
Coordinated fiscal and monetary policy threatens central bank independence and raises the odds that fiscal policy will be overused, igniting inflation. And investors will have a window of opportunity to pick up select real estate and infrastructure investments at recessionary prices.
Celia DallasDecember 17, 2019
SWFs are struggling to source deals in infrastructure as the demand is much stronger than the supply, so they are relying on new ways of investing in the asset class, mainly accelerating early-stage investments in renewable technologies, and with novel partnerships and co-investment structures.
Enrico Soddu and Victoria BarbaryJuly 11, 2019