Whether driven by technological disruption or diminished returns, the lesson from our Berlin Global Summit is that infrastructure investors need to dial up the entrepreneurialism.
We’ve got some heavyweight speakers and some great panels at next week’s record-breaking Global Summit, as more than 1,000 attendees descend on the Hilton Berlin.
How much of your upside scenario do you factor into your base case when trying to win bids in a competitive market?
The eighth iteration of our annual awards are an homage to size and disruption after a year that saw no let-up in demand for the asset class, despite a fair amount of political surprises.
Enhanced reporting is holding fund managers which tweak their mandates en route increasingly accountable. For investors seeking clarity, that’s probably a good thing.
Blackstone is excited about the returns it can net by helping to make American infrastructure great again. But what’s really promising is to see that interest coincide with an increased appetite for higher-risk/higher-return strategies.
GIP again takes the Nr 1 spot with the asset class’s largest-ever fund, capping a streak of closes that saw the manager raise some $19bn across global, regional and sector-focused strategies.
Forget about ‘asset stripping’ by new buyers. The real question is whether private capital is the best way to keep the Green Investment Bank’s mission alive.
Funds by EQT and Antin are generating net IRRs in the region of 20%, showing that approaching infra with an entrepreneurial mind is not necessarily the same as taking on unnecessary risk.
FOR THE WORLD'S INFRASTRUCTURE MARKETS
Infrastructure Investor is a magazine and online news service providing detailed coverage of infrastructure finance and investment globally. It meets the information needs of the funds, financial institutions, governments, developers and other specialists looking for high quality news and analysis on the development of this distinctive asset class, and how you best connect with it.