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The French GP adds ‘upstream’ PE stakes and developing markets to its fifth infra fund, to maintain performance as returns trend lower.
Hydrogen generation technologies have a role in the energy transition, but are ‘too expensive and too difficult’ to join infrastructure portfolios, LPs and GPs say.
AXA IM’s Bertrand Loubières is hesitant to set up an Article 9 fund, describing a ‘conflict’ with equity sponsors to obtain emissions data.
EIG’s ESG carry forfeit, Igneo adds US co-head and LPs warm to gas. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
infrastructure
Macquarie estimates there could be $50bn-$67bn of infrastructure secondaries AUM by 2025, compared with $18.6bn last year.
Mott MacDonald’s executive director for external engagement Denise Bower and CCRI’s executive director Carlos Sanchez look at the challenge of quantifying climate risk, adapting assets and prioritising investment to make critical infrastructure more resilient.
The firm’s new business is looking to acquire at least 40 specialised vessels over the next five years to address the major shortage of vessels servicing offshore wind farms in Asia.
These increasingly popular assets’ environmental impact and vulnerability to climate change merit closer attention.
Latin America, Brazil, South America
The region has shown immense promise as a growth market in the past few years, but investors are still wary of political risk.
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