Obama-era regulations on broadband are back in play. They must be balanced with an industry that has transformed since.
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.
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.
Morrison & Co’s Steven Fitzgerald said the investment is consistent with its decarbonisation thematic and ‘fundamentally’ has the characteristics of infrastructure.
The sale is being run in steps, with the first round of about $500m recently closed and pricing coming in at more than 90% of NAV.
CFO Andrew Cross sees climate-related investments as a major focus for the years ahead, with climate a ‘cross-border issue’.