Strategy

An ageing population coupled with government budgetary constraints provide strong fundamentals. But while infra investors might be better custodians than PE, we find they should do a thorough check-up before diving in.

Rattled investors are looking to bilateral treaties for protection against the potential renationalisation of UK assets. We take a look at whether these measures will have the desired effect.

Private credit is set to benefit from a shift away from public equities and into private markets and fixed income, according the investment manager’s latest survey.

The hunt for strategies pursuing more than 70% of investments in OECD countries comes less than a year after the Korean investor announced a $500m mandate.

Demand for infrastructure will continue to grow with allocations to the asset class expected to increase according to Foresight Group’s recent survey.

The South Korean public pension fund has increased its AUM exposure to the asset class from 5% to nearly 7% during 2018.

The world’s third-largest public pension is reorganising its six alternative investment management teams into three divisions, but compensation of internal staff will likely be unchanged.

'How can you have a $7bn business where performance has been very strong over 20 years, then have to shut the thing down?' asked one former director. We take a look at how it got to this point and the lessons learnt.

MK Sinha, co-head of GIP India, talks about the newly-established firm's strategy in India and how the country's infrastructure market is evolving.