Physical risk to infrastructure assets can result in major losses, and sooner than many expect. The EDHEC Infrastructure & Private Assets Research Institute quantifies those losses in different climate scenarios.
We asked nine experts, 'In what way has the asset class evolved in the past 10 years that you found surprising?'. Here's what they said.
Infrastructure investing is now mainstream, with GPs and LPs investing in a wide range of strategies – many of which would not have been considered infrastructure 15 years ago. How has the sector changed? And will it continue on its growth trajectory? We find out.
Obama-era regulations on broadband are back in play. They must be balanced with an industry that has transformed since.
Solar and wind power
AustralianSuper says Origin is ‘substantially’ undervalued and ‘an ideal platform to invest in the energy transition’.
Portfolio manager Jiren Zhou sees more attractive returns compared to utility-scale assets, and a way to avoid grid congestion headaches.
The investor sees ‘a blurring of investment opportunity classification across the two asset classes,’ says head of mid-risk Jason Peasley.
specialist care
Many of the practices private capital has been criticised for exist regardless of ownership type – which is why the right regulatory framework is key.
This niche social infra market may tick many of the right boxes. But do infra investors have what it takes to meet the needs of the people they are intended to serve?
The firm has partnered with credit manager Capital Four and is winding down its equity business with the departure of two senior partners.
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