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Guest Writer

It’s time to stress test your portfolio

JPMorgan Asset Management’s Stephen Leh, Infrastructure Research, posits three scenarios – recession, inflation and weak energy prices – that could put pressure on core portfolios.

Infrastructure debt: Six themes

Darryl Murphy, head of infrastructure debt at Aviva Investors, highlights six key themes characterising the global infrastructure debt market.

PPPs in the age of Duterte

A focus on quality, a streamlined approach and a strong pipeline are cause for optimism. But Pillsbury associate Golda Calonge warns it’s not all plain sailing for investors interested in the Philippines.

Shell game

By not increasing federal spending and pushing that responsibility down to states and local governments, President Trump is kicking the infrastructure can down the road, argues Joel Moser

The Trump infra plan’s PPP silver lining

Former Build America Bureau executive director Martin Klepper identifies five key provisions in the administration’s plan that could boost private infrastructure investment.

Infrastructure 3.0: a new era with new challenges

Philippe Taillardat argues the asset class must revitalise itself to benefit from the new industrial revolution.

Creating an industry standard

EDHECInfra’s Sarah Tame explains how its eight broad market indices aim to give investors the tools needed to measure the asset class’s risk-adjusted performance.

The case for district heating

Emma Haight-Cheng, AMP Capital’s European head of infrastructure debt, finds the emerging infra sector is heating up.

Evolving infrastructure innovation

Our world will effectively be rebuilt over the next two decades, and transformative change is required in how cities are constructed, energy is generated and consumed, goods and people are transported, and how the expanding urban footprint is sustainably managed, argues Gregory J. Smith, chief executive of InstarAGF

Roads to collaboration

VTB Capital’s Oleg Pankratov, head of infrastructure capital and project finance, and managing director Alex Moroz look at the growth story of Russian infrastructure investment, with a focus on the potential for further external investment in transport projects

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