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Global Summit: Engagement key to managing political risk

Populist sentiment may be putting pressure on politicians to tighten regulation, but improving communication between the public and private sectors – and changing the tone on both sides – is key to managing political risk.

WATCH: ‘Storage generating 9%-10% returns with no upside fantasies’ – SUSI Partners

Tobias Reichmuth, founder and CEO of energy transition manager SUSI Partners, argues storage will continue to predominantly be an equity return for the next three to four years.

WATCH: ‘We need new ideas’ – InfraVia

Vincent Levita, founder and CEO of InfraVia Capital Partners, argues investors need to keep their discipline in 2018, but they also need to identify new geographies and sectors to invest in.

Global Summit: rate rise to lead push into core, core-plus

Panelists speaking in Berlin predicted 10-year US treasury yields will climb from 2.7% to 3.6% over the next five years.

WATCH: ‘We find it quite difficult to deploy in this market’ – Alberta Teachers’

Jason Munsch, senior principal at Alberta Teachers' Retirement Fund, underlines some of the challenges facing the industry, including pressures in the core market and the dangers of managers bleeding up the risk curve.

NPS-backed COPA fund makes second US solar buy

The Korean pension-led PE fund is teaming up with KEPCO, Korea’s state-owned utility, once again, this time adding three US solar assets to their joint portfolio.

WATCH: Protecting against Brexit – Schroders

Charles Dupont, Schroders' head of infrastructure finance, talks about the firm's new UK debt fund in the age of Brexit.

Australian supers urge GPs to bolster transparency

Six of the country's largest investors have signed an open letter calling on asset managers to adhere to a code of conduct, in a move to 'rebuild confidence.'

‘China’s energy market faces big changes from electric cars push’

Bo Bai, chief executive of US-China Green Fund, compares the development of such vehicles in China with the previous boom in the country’s solar sector.

AP Moller targets summer close for $1bn Africa fund

The Danish firm is $135m shy of its target, having held a second close for its maiden vehicle on $865m last month.

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