Home Allocations

Allocations

Infrastructure Investor’s LP Perspectives 2021 Study reveals a resilient LP community amid ongoing covid chaos.
Low interest rates, underallocation issues and impressive performance have caused the appetite for the asset class to surge.
Emerging and diverse managers received less than 3% of capital commitments closed in H1, raising fears they are being left behind as the pandemic changes fundraising.
The firm has raised an additional $2.5bn for its fourth flagship infrastructure fund and its maiden renewables vehicle, both of which are expected to reach final close in Q1 2021.
ERS Texas annual commitment plane
The US public pension plans to make up to six private infrastructure commitments during its fiscal year 2021.
Solar power
Investors ‘still need to partner with those managers investing in the right infrastructure’, a report from Foresight warns.
infrastructure
Macquarie has also committed 90% of the $5bn raised for its last North America-focused infrastructure fund, MIP IV, according to an LP document.
Three infrastructure managers take you through the highlights of why fund strategies focused on specific sectors and regions offer differing types of advantages.
In infrastructure, renewables was the top sub-sector attracting LP interest, followed by telecoms and digital infra.
The latest oil crisis is showing long-term investors how closely these assets are tied to commodity price volatility. But they also need to think of the implications of some of these commodities' being on their way out.
ii
ii

Copyright PEI Media

Not for publication, email or dissemination