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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.
Heavily invested legacy vintages might suffer more than funds in market, with the jury still out on whether this crisis will be sharp and short like the GFC, or sharp and longer-lasting running through various cycles.
As the industry hunkers down in the wake of the coronavirus pandemic, we speak to GPs, LPs and others to discuss asset class resiliency, the impact on new firms and opportunity assessment.
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