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Brookfield and Macquarie have raised billions in the past two years for their new super-core funds. But are these strategies really different from core vehicles or just a new form of labelling?
The pandemic has laid bare the inadequacies of risk terminology in infrastructure. Investors and managers must look beyond labels to weather this storm.
Infrastructure remains a strong asset class, even as the old orthodoxies about 'core' and 'non-core' are being swept aside.
As strategy labels blur, Elizabeth Pfeuti explores the new areas that infrastructure investors are investigating – and where they fit in.
Managers have the tools to increase returns by changing the way they approach risk, argues AMP Capital’s global infrastructure principal Adam Ringer.
Infrastructure investing has come a long way in little time and strategy definitions have become more fluid as the industry evolves.
Sky-high valuations coupled with technology risk might seem to undermine the data centre fairy tale. But for the right assets, opportunities abound.
Highly leveraged midstream companies are likely to default on loans, but natural gas, which has not seen commodity price volatility like oil has, is one bright spot.
Transport assets are likely to be hit the hardest from the coronavirus crisis, although much will depend on the contracts behind the assets.
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