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Spanish tariff victories are important, but ultimately Pyrrhic

Antin is the latest foreign investor to win compensation for the country’s retroactive renewable subsidy cuts – however, the sums are minor compared with the savings netted.

The elephant in the responsible investment room

Tax is not on the ESG agenda; maybe it should be

A positive half-term report

Fundraising is starting strongly this year, with the increased interest in the asset class evident in the amount of unlisted capital raised. What’s more, the larger closes are still to come.

Careful who you exit to

Much is made of restrictions to foreign investment. Little, however, is heard about what happens when exits to certain types of investors create odd bedfellows.

‘Super-core’ funds capture the zeitgeist with focus and duration

Macquarie coined it and Brookfield’s also minting it but expect others to latch on to this catchy moniker as the cycle turns.

The energy transition is driving forwards

The pool of investable assets is widening beyond renewables, as highlighted by Meridiam’s recent electric vehicle charging services deal.

Diversity matters

The fact workplace diversity played a role in Chicago Teachers’ recent $50m infrastructure allocation underlines how important the issue is becoming to LPs.

Wake up and smell the risk

A UK parliamentary report reveals some of the country’s top pension funds remain ‘worryingly complacent’ on climate change issues. They are in danger of being left behind.

On the right course

India’s infrastructure success is a relatively recent story, at least from the perspective of attracting long-term institutional investment.

The right stuff

A lot of the growth that segmentation opens up will be capitalised on by existing managers – which is why a good track record is more important than ever.

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