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Four industry experts discuss the similarities and differences in their approaches to co-operative investing in core infrastructure assets.
Three infrastructure managers take you through the highlights of why fund strategies focused on specific sectors and regions offer differing types of advantages.
In infrastructure, renewables was the top sub-sector attracting LP interest, followed by telecoms and digital infra.
The firm is on track to amass at least $3bn when it closes its two credit strategies this summer, which will invest in senior and mezzanine debt.
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.
Sweden
The firm is yet to rule out a bridging fund for Fund IV in tandem with Fund V, which sources say could be launched in the summer.
Martin Lennon, co-founder and head of Infracapital, says that greenfield projects, if managed correctly, can be a better bet for institutions than more tightly priced brownfield assets.
As governments consider how to lift lockdowns around the world, BlackRock is targeting an energy sector rebound after closing its largest alternatives vehicle yet.
CTPF’s chief investment officer says interruptions to pension contributions is a big concern amid ongoing market volatility.
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After a decade of investment in North America, some infrastructure LPs found the sector tied more closely to commodity risk than expected. Now, the coronavirus pandemic and Saudi oil price war could push them away for good.
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