July/August 2019 issue Month: JulyYear: 2019 Back to Print Editions A flying start for aircraft debtUntil now, aircraft debt has largely been overlooked by investors. Aymeric Angotti, head of aircraft private debt at Ostrum AM, looks at how the strategy is attracting institutions with long-term liabilitiesSector-specific funds have truly arrivedDigital Colony’s $4bn debut digital infrastructure fund underlines how much money managers can raise with the right targeted strategy.‘There’s been a refocus on governance in ESG’, says S&PThe ratings agency has noticed the ‘growing trend’ of ESG-linked debt instruments as an additional variable for investors.What’s keeping interest in airports sky high?Airports remain prized assets despite soaring values. We examine why that’s unlikely to changeAustralian energy policy: what next?The coalition government retained power in the federal election. But the surprise result means inaction on a federal policy looks set to continue.The price of going directDirect investing is well-suited to infrastructure. But anyone looking to pursue it will have to tackle tough questions around compensation and transparency.Subsidy-free transition is slowing down renewablesFor the first time in nearly two decades, growth in new capacity has stalled. We examine why and look at whether the freeze is expected to last.The road less travelledNicola Palmer and Michael Allen of Arcus Infrastructure Partners explain how decarbonisation, demographic shifts and technology are creating new opportunities for transport infrastructure.Regulators and private credit fund managers need to talkGreater communication is needed as the asset class’s role in the stability of the financial system is questioned.Your guide to investing in the NordicsThe Nordic countries are arguably Europe’s best investment opportunity but they require considerable local nous. Five industry experts examine how to navigate the region’s idiosyncrasies.