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The 2020 Budget is one of the UK’s largest capital investment programmes ever, which will draw plenty of intrigue from infrastructure investors.
licence to operate
With three of the world’s biggest LPs calling for sustainable investment, we discuss the thinking and operational commitment needed to be a responsible investor.
Rejections of Bristol and Heathrow Airports’ expansion plans in the UK – alongside the impact of global health scares – cast a shadow on a popular infrastructure asset.
Fork in the road
The debate over marginal loss factors may see some short-term resolution next week – but the wider conversation about reform to Australia’s National Electricity Market still has some way to run.
Brookfield and GIP’s latest funds can hang comfortably with PE’s big boys. But despite infra’s long-term credentials, it’s PE firms that are amassing the largest amounts of perpetual capital.
Diversity in private equity
Diversity dominated discussion at IPEM 2020 in Cannes – but will these words turn into action?
A laundry list of troubles threaten to sink the venerable procurement framework. But there are some bold ideas for re-energising it.
Madrid Spain
Ex-KKR infra co-head Jesús Olmos’ year-old outfit is the exception. In reality, a significant number of LPs are unwilling to commit to first-time vehicles. Here’s why Asterion was successful.
Number 10 Downing Street
The UK government’s ‘infrastructure revolution’ could come with a change to how Treasury assesses projects’ value for money. That would help explain why the private sector’s role in it appears limited.
London UK
The Labour party’s crushing defeat in the UK elections should unblock private capital sitting on the sidelines. But as Ofwat’s Monday ruling shows, some damage has already been done.
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