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Deep Dive

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Founders are cashing in as the infra market undergoes another round of manager consolidation. But the LP community remains sceptical
Newly minted head of infra Esther Peiner walks us through the Swiss firm’s approach to portfolio construction, diversity and why infra is not just about the numbers.
The digital need for power threatens to outpace the supply of new clean energy and strain the entire system. Can anything be done about it?
A few years after capital was ploughed into the fibre-to-the-home space, some investors are finding a market where risk is underestimated.

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