Kalliope Gourntis
The integration of an 11-member team led by Angelo Prete ‘is essentially onboarding an activity that has been very much exclusive in nature already’, Stafford’s CEO Angus Whiteley tells us.
The physical location of digital infra assets does not neatly determine which actors have actual sovereignty over them – with complex implications for investors.
If the previous two years were all about the US being ‘the’ destination for infra investing, then 2025 has brought Europe back in the spotlight as a worthy rival.
Whether foreign entity of concern rules will strike a further blow to renewables investment in the US remains to be seen – and open to interpretation, specifically that of the Treasury.
Ardian has remained loyal to its infrastructure strategy since inception. That has resulted in a consistently strong track record and an approach that continues to stand the test of time, Mathias Burghardt, Marion Calcine and Juan Angoitia tell Infrastructure Investor.
The US may be too big a market to ignore, but there is growing evidence the Trump administration’s anti-renewables policies are having a chilling effect.
There are signs that private investors are warming to the asset class, with new products making it more accessible. The question is: will it be enough to win them over?
Having deployed roughly 80% of Fund V, the Spanish firm will seek to raise fresh capital from a diversified investor base that will include institutionals, endowments and retail investors.
The number of US investors more than doubled in Fund VI compared with previous vintages, with Australian LPs committing to an Ardian vehicle for the first time, head of infra Mathias Burghardt tells Infrastructure Investor.
With globalisation in retreat, the implications for private investment are complex. In areas like manufacturing, the push is toward reshoring of portfolio company operations. In risk management, many investors see diversifying their global exposure as key.