healthcare social infra
Covid-19 has clearly highlighted the risks - operational and reputational - healthcare assets are exposed to. We spoke to six GPs to find out if infra’s long-term horizon makes it a better fit for these assets.
puzzle
The sector has experienced a renaissance among investors in recent years. We find out why and discuss whether this will continue in light of the pandemic.
Solar power
The shift in emphasis, part of its First Low Emissions Technology Statement, is ‘surprising and disappointing’ and could hamper private investment.
It's also a sign of how the UK oil major intends to 'do things differently' in the renewable energy space, including by taking on development risk.
From looking to coordinate investment between generation and transmission to developing Renewable Energy Zones, the government is tackling energy policy reform from multiple angles.
Turnpike Toll
French authorities have allowed 'profits that have no relationship' with market risks, according to the research institute.
As the US enters recession, Amber Infrastructure Group’s Tom O’Shaughnessy believes pre-development agreements are part of the answer to realising the country’s $1trn infra promise.
Climate change minister James Shaw says the annual reporting requirements will apply to all institutions with more than NZ$1bn in AUM.
Principal Ryan Ramsey says a similar focus on low correlation, capital preservation and specialised management of long lived, capital-intensive assets is part of what makes ag 'ripe for institutional investment.'
Antoine Dréan, founder and chairman of Triago, predicts that a consequence of the collapse in asset values will be the wipeout of profit sharing for many managers.
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