Bruno Alves
Clarity and robust protections brought infra investors into UK nuclear. But the country’s water sector still looks radioactive.
Our latest Investor Report shows most investors either maintained or increased their allocation to infra, with nearly half still below their target allocation.
In this podcast, we discuss the evolution of infra secondaries, its best-in-class pricing, the outsized role of continuation funds, new buyer-led technology and more.
In this podcast, chairman and senior partner Torbjorn Caesar talks about the perception versus the reality of risk, why there’s safety in strong demand, and which markets offer the best opportunities.
If persistent high inflation were to impair valuations across asset classes, this could make infra correlate.
In this podcast, head of infra Esther Peiner tackles the importance of resilience, investing through the current volatility, the impact of sticky inflation, and more.
Microsoft’s pledge to double its European data centre footprint is a reminder that undoing globalisation will require plenty of new infra.
In this podcast, we discuss how current volatility is affecting deals, why early-stage pipelines are out of favour and the rise in infra-adjacent opportunities.
The federal government’s decision to halt Empire Wind 1, a fully permitted, under-construction project, sends a dangerous message.
Higher costs and geopolitical volatility will put the spotlight on infra’s inflation-hedging abilities and downside protection.