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Amy Carroll

‘There is a massive deficit in data centre capacity and terrestrial backhaul for fibre’, says African Infrastructure Investment Managers investment director Ed Stumpf.
The majority of African infrastructure investment is concentrated in just a handful of countries. But significant opportunity lies in those markets that are less well travelled.
A supportive administration will be crucial to unleashing the power of the sector in the US, but significant obstacles remain.
Management fees remain a bone of contention across private markets, but the issue is less pronounced in infrastructure though value for money is key.
A number of investors are already rumoured to be preparing to shed parts of their portfolios and the market could reach $10bn by 2023.
Low interest rates, underallocation issues and impressive performance have caused the appetite for the asset class to surge.
Investors show little appetite for first-time managers and GP stakes activity is heating up.
LPs have adapted well to a virtual world but are wary of backing new manager relationships.
There’s a growing desire among infra LPs to seek co-investment opportunities but execution challenges remain

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