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Deep Dive

open-ended funds
The asset class has always been sold as ‘long-term’ but invested in through a private equity-like model. We look at whether this has done the asset class justice and why things might be changing.
A decade ago, an infrastructure manager would have been hard-pressed to market a core strategy featuring data assets and renewables. Today, Brookfield is embracing both sectors, as infra boss Sam Pollock tells us.
London UK
In our final Deep Dive instalment, we look at the UK, the first to emphatically reject PPPs, and find an unresolved debate on value-for-money and poorly shared refinancing gains as lessons to be learned.
The twin spans of the Blue Water Bridges international crossing between the cities of Port Huron, Michigan and Sarnia, Ontario is one of the busiest border crossings between Canada and the United States.
In the third instalment of our Deep Dive into PPPs, we look at North America and find the private sector has to help the model transition to a more developer-owned or managed scheme.
Sydney skyline
In the second instalment of our Deep Dive into PPPs, we take a look at the market in Australia and New Zealand and find the region to be one of the most welcoming for the model, especially when it comes to large projects.
Future of PPPs
Contractual rigidity, value-for-money questions and bad risk allocation all threaten to sink the model. Major intervention will be needed to bring it back to health.
Ratings and evaluations are being used to help managers raise money and land favourable loan terms. But the systems used to measure ESG have failings that cannot be ignored.
Infratech Nov 2019 google cover story
Alphabet’s entry into the asset class foreshadows a potential disruption that will force investors to choose between betting on tech or being disrupted themselves.
Hourglass
Fund continuations are here to stay. But how do these trilateral deals work and are they really a ‘win-win-win’ for all involved?
Direct investing
Going direct is well-suited to infrastructure. But anyone looking to do it will have to tackle tough questions around compensation and transparency.
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