Performance

Glen Matsumoto, head of infrastructure at Actis, predicts investors that are already not targeting these assets will be doing so in the next three-to-five years.

Jake Lee, head of infrastructure at Hyundai Marine & Fire Insurance, is still willing to take the lower returns that come with core infra, but currency headwinds are steering the Korean insurer away from US dollar assets.

Partners Group will scour the globe and mix and match funds in its search for relative value. Brandon Prater, head of private infrastructure Europe explains why the firm is strengthening its fundraising bench, what it won’t do in a tightly priced market and why it’s not averse to an early exit.

Opportunistic development infra might have benefited from multiple expansion, but as the cycle turns, JPMorgan Asset Management's Anton Pil argues it's regulated cashflows that give the asset class the stabilising factor LPs want in their portfolios.

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

Co-investments alongside Actis and Equis Funds Group in Asian renewables have generated returns of more than 100% for the Danish pension fund.

Edelweiss Financial Services' Nitin Jain talks about the challenges of investing in Indian infrastructure, including fragmentation, a need for strong oversight and the newness of the asset class.

Over 450 LPs are set to attend our flagship event, starting tomorrow in Berlin. We polled a selection to find out how they're allocating to infra, what strategies are catching their eye and what concerns them the most about the asset class.

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.

This LP profile made almost 950 commitments to various private vehicles last year.