Tobias Reichmuth, founder and chief executive of SUSI Partners, argues the energy transition value chain, where the Swiss firm has invested €1bn, is the perfect antidote to the current yield compression
Infracapital co-founder Ed Clarke and director James Harraway argue fibre networks are the new utilities and explain why the explosive demand driving growth in the broadband sector is unlikely to die down any time soon.
Jack Colbourne and Christopher Ehrke, who jointly lead the TMT sector team at European mid-market manager Arcus, walk us through the evolution of the European telecoms market, the emergence of new asset classes and why fibre is the most future-proof technology.
While the world as we know it shifts through technological and political changes, five asset managers tell Zak Bentley how they combat the risks in front of them
CBRE Clarion Securities’ Jeremy Anagnos explains why he believes listed infrastructure is positioned to perform as inflation begins to rise.
With infrastructure debt now experiencing a flood of liquidity, five industry experts tell Zak Bentley what sets funds apart, the relationship between institutional investors and banks and how to manage risk in a concentrated market.
Craig Shortus, ANZ’s head of utilities and infrastructure, walks us through the evolution of the Australian infrastructure market and tells us what to expect next.
Ridgewood Infrastructure’s Ross Posner and Michael Albrecht talk about why their firm focuses on the US water infrastructure opportunity,
Future-proofing an urbanising world’s water sources and infrastructure requires unprecedented flexibility and collaboration, and a willingness to embrace innovation, writes Gregory Smith of InstarAGF.
Neil Krawitz and Francesco Nale, partners at European fund manager Arcus, share their views on the evolution of infrastructure strategies and how they deliver their ‘value-add’ strategy.