Amy Carroll
Investors weigh up improved net returns against enhanced concentration risk as they determine their appetite for co-investment.
A proliferation in specialist funds and an increase in LP- and GP-led dealflow all point to the maturation of the infrastructure secondaries industry.
Emerging manager fundraising remains exceptionally tough. But some sector specialists are still succeeding.
LP due diligence is focusing on managers’ ability to replicate historical performance in a very different economic environment.
Short-term liquidity constraints are hitting fundraising hard but investors recognise that 2023 is a year when infra can really shine.
Climbing interest rates are limiting the ability of subscription lines to boost IRRs.
Some of the key takeaways from Infrastructure Investor's LP Perspectives 2023 Study
Emphasis on ESG continues to grow but diversity and inclusion lags.
Net zero could become a reality with the help of the world’s most abundant element, but there are forces inhibiting the growth of the investable market. KGAL Investment Management’s Thomas Engelmann and Denham Capital’s Scott Mackin discuss the future of hydrogen
Three European infrastructure managers say they are confident the asset class will continue to thrive even as the region’s economy crumbles.