North America

A market wracked by chronic uncertainty is a ‘tariff-ying’ prospect

Higher costs and geopolitical volatility will put the spotlight on infra’s inflation-hedging abilities and downside protection.

NYCERS asks most GPs for net-zero plans by 30 June

NY Comptroller’s Office chief ESG officer John Adler tells us the focus is ‘on real world decarbonisation, not portfolio decarbonisation’.

Ex-JPMorgan, PIMCO veterans launch private debt manager

The US start-up Firebrand Investors has senior management in place and is working to build out its investment team.

Investors’ hunger for renewables remains strong, but appetite is shifting

Some investors are embracing a more pragmatic approach to the energy transition.

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About this page

North America has, for many years, been a preeminent infrastructure investment destination. Interest in the region has now accelerated driven by the US, on account of President Joe Biden’s $1 trillion infrastructure plan. Combine that with the world’s most dynamic energy market, the energy transition and digital infrastructure mega-trends – as well as an LP community with plenty of room to grow their allocations to the asset class – and North America is likely to feature prominently in our coverage for many years to come. Given those factors, we are expanding our coverage of the region and offer our readers the opportunity on this page to explore key stories, news analysis, opinion and features.

COMMENTARY

A market wracked by chronic uncertainty is a ‘tariff-ying’ prospect

Higher costs and geopolitical volatility will put the spotlight on infra’s inflation-hedging abilities and downside protection.
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