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Future of Infrastructure
We asked three infrastructure managers for their predictions.
Infrastructure investors are broadening their investment remit in the race to reach net zero.
Infrastructure managers are evolving their offerings in order to be fit for the future.
New recycling infrastructure is needed, but this is only part of the solution.
Although airlines will struggle for longer, there are reasons for investors to be optimistic about airports.
Most energy transition projects are not infrastructure as the industry knows it. Careful work is required to unearth seams of value, say Stefano Brugnolo, partner, and Mark Cresswell, senior investment director, at Arcus Infrastructure Partners.
Performance monitoring is key to achieving top-quartile results, say Frédéric Blanc-Brude, director, and Abhishek Gupta, senior research engineer, at EDHECinfra.
LPs are demanding that managers get serious in measuring ESG performance, including on social issues, says FIRSTavenue’s Francesca Lloyd.
How emerging technologies are changing the face of the asset class.
Aggressive underwriting will prove the undoing of some digital infrastructure investors over the next few years, say DigitalBridge’s Marc Ganzi and Kevin Smithen.