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Appetite for infrastructure soars as inflationary concerns dominate.
Infrastructure Investor’s LP Perspectives 2021 Study reveals a resilient LP community amid ongoing covid chaos.
Low interest rates, underallocation issues and impressive performance have caused the appetite for the asset class to surge.
LPs have adapted well to a virtual world but are wary of backing new manager relationships.
The UAE pipelines purchase – one of the largest deals of the year – brings GIP III close to full deployment, as the fund suffers the effects of the coronavirus pandemic.
In infrastructure, renewables was the top sub-sector attracting LP interest, followed by telecoms and digital infra.
The latest oil crisis is showing long-term investors how closely these assets are tied to commodity price volatility. But they also need to think of the implications of some of these commodities' being on their way out.
coronavirus
The global epidemic has wiped at least $1.5trn off global stock markets in the past week.
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