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JPMorgan: ‘ESG has become the dominant trend’ in infra

Anton Pil, managing partner, JPMorgan Global Alternatives, argues ESG is an integral part of the value proposition and ‘fundamental to the bottom line’.

Eight trends that may affect Australian port valuations

From trade wars to population growth, Maven Libera director Megan Raynal tells investors what to watch out for.

How carry is taxed in Luxembourg

The Grand Duchy is benefiting from Brexit uncertainty. Partners from law firm Loyens and Loeff examine how it treats carried interest.

The crippling effect of ‘governance correctness’

Partners Group's Steffen Meister believes the days of being able to buy private assets cheaper than public ones are over, but PE will continue to outperform public equities.

Investors should follow tourists to Iceland

GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.

It’s time to stress test your portfolio

JPMorgan Asset Management’s Stephen Leh, Infrastructure Research, posits three scenarios – recession, inflation and weak energy prices – that could put pressure on core portfolios.

Infrastructure debt: Six themes

Darryl Murphy, head of infrastructure debt at Aviva Investors, highlights six key themes characterising the global infrastructure debt market.

PPPs in the age of Duterte

A focus on quality, a streamlined approach and a strong pipeline are cause for optimism. But Pillsbury associate Golda Calonge warns it’s not all plain sailing for investors interested in the Philippines.

Infrastructure 3.0: a new era with new challenges

Philippe Taillardat argues the asset class must revitalise itself to benefit from the new industrial revolution.

Creating an industry standard

EDHECInfra’s Sarah Tame explains how its eight broad market indices aim to give investors the tools needed to measure the asset class’s risk-adjusted performance.
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