The firm looks for investments in energy, water and urban infra that are well positioned to weather the 'triple threat' of physical, regulatory and policy climate risks.
The bill passed by the NSW legislative assembly will lift restrictions on traffic at the Port of Newcastle that potentially required penalty payments to NSW Ports.
Upwards arrows in bubbles
RealPort founder and CEO Ekow Yankah interprets inflation's impact on the renewables sector and its investors.
Macquarie launches $2 billion battery platform; energy shock boosts Carlyle’s returns; and GIP and KKR partner in €16 billion European tower transformation. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
A sale in the secondaries market is also being considered, with 25 of its 49 infrastructure fund investments targeted for divestment.
The asset manager has also launched a private wealth product to invest alongside its infrastructure equity and debt funds.
Brookfield’s Global Transition Fund will acquire Origin’s Energy Markets business, while MidOcean will take on the firm’s LNG assets.
The move comes amid government concerns ‘Canada risks being left behind’ by the IRA in the US, according to its fall economic statement.
A flood of new money into digital infrastructure has seen valuations spike and returns compress. But there are still opportunities to generate alpha for those with deep domain expertise and creativity.
Chief executive Marc Ganzi also noted how tower pricing has ‘probably lost two to three turns in value’, affecting its agreement for GD Towers.
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