Guest Writer
GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.
JPMorgan Asset Management’s Stephen Leh, Infrastructure Research, posits three scenarios – recession, inflation and weak energy prices – that could put pressure on core portfolios.
Darryl Murphy, head of infrastructure debt at Aviva Investors, highlights six key themes characterising the global infrastructure debt market.
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.
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
Former Build America Bureau executive director Martin Klepper identifies five key provisions in the administration’s plan that could boost private infrastructure investment.
Philippe Taillardat argues the asset class must revitalise itself to benefit from the new industrial revolution.
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.
Former Build America Bureau executive director Martin Klepper identifies five key provisions in the administration’s plan that could boost private infrastructure investment.
Future-proofing an urbanising world’s water sources and infrastructure requires unprecedented flexibility and collaboration, and a willingness to embrace innovation, writes Gregory Smith of InstarAGF.