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Ian Harding and Jordan Cott of Arcus Infrastructure Partners say the European mid-market presents value creation opportunities for those who know how to manage growth and risk across the investment cycle
The $68bn investor has received 'unsolicited proposals' to partially outsource and invest its alternative asset investment unit.
Managing director Ken Wong talks fund families, paying up for Aussie assets and coronavirus fears.
The increase in the number and size of debt funds augers well for an asset class expected to grow on the back of compressed equity returns and persistently low interest rates.
The firm’s fourth flagship vehicle exceeded its $17bn target and is already 40% deployed, with $3.6bn invested in digital infrastructure.
The US firm has been preparing for the new strategy since last May when it hired former BlackRock infrastructure debt chief Erik Savi.
In the midst of a company-wide rebranding, First Sentier Investors’ Niall Mills discusses European fundraising, US expansion and tightening regulation.
The creation of an infra-dedicated team is in response to infrastructure’s strong appeal, which made it the fastest-growing asset class in 2019, according to an internal memo.
Segmentation within the infrastructure asset class didn’t emerge in 2019 but it did take on new forms, one being specialist funds.
The firm's acquisition of Highline is its first in Brazil, a market Digital Colony believes will experience exponential growth in digital infra.