Jigar Shah, founder of SunEdison and Jay Tannon of American Infrastructure Holdings call for an American version of Australia's successful asset recycling programme to bring the country's ailing infra back to life.
In the second part of our Deep Dive, we find it will be critical for those investing in infra - directly or indirectly - to adopt measures both at the portfolio and firm level to reduce emissions.
hydrogen
‘We are confident we can use our capital to help build investor confidence in the emerging hydrogen sector,’ says CEFC CEO Ian Learmonth.
Future Fund recorded a -3.2% return for the quarter to end of March 2020 and has not yet revalued its unlisted assets.
Digital Colony, HIG Capital, Cordiant Capital and Transpara discuss how digital infra is faring in the covid-19 era, what opportunities it presents, as well as the challenges that come along with being deemed an essential service.
Solar energy in the sea
The developer, which the infra fund manager grew from scratch to more than 400MW, is building the world’s largest floating solar platform in Taiwan.
The fund manager says it ‘continues to pursue quality infrastructure investment opportunities’ as AUM falls due to equity market declines.
Estimates suggest that anywhere between A$27bn and A$50bn could be withdrawn from superannuation funds, but there should be adequate liquidity in the system to cope.
As low demand and commodity price volatility roils the energy sector, BlackRock's Mark Florian discusses how an oil production agreement and other market trends are impacting midstream infrastructure assets.
The pandemic is giving investors first-hand experience of the impact of a catastrophic global natural event, and the brutal costs of failing to adequately prepare for it.
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