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A thematic approach to investment opportunities combined with the construction of diversified portfolios can generate attractive risk-adjusted returns in any macroeconomic environment, say Partners Group’s Irene Mavroyannis and Ed Diffendal.
Infrastructure investors have the opportunity and responsibility to create long-term value by engaging with, and meeting the needs of, communities, according to Instar Asset Management’s Gregory Smith.
Infrastructure is a long-term asset class and requires a different approach to a PE-orientated one, says Vauban Infrastructure Partners’ Mounir Corm.
Diversified portfolios with minimal leverage are well-placed to thrive amid market volatility, says Northleaf’s Jamie Storrow.
Investors are taking a binary approach to protect from downside risk and add value, says PATRIZIA’s managing director of infrastructure Tom Maher.
The Infrastructure Fund is facing a large redemption queue as merging Australian superfunds seek to rebalance portfolios.
HSBC AM’s energy transition team, which it took on when acquiring Green Transition Partners in January 2023, has invested in Tekoma Energy.
The two Michaels – Bessell and Cummings – talk about integration, the synergies between infra and real estate, and the strength of the Australian market.
Betting on Vietnam’s need for logistics and transport to accommodate its economic growth, the two partners will jointly invest between $250m and $300m in four to five assets.
GPIF head of infra Kikuko Emae said ‘larger funds with stable track records' would be the main area of focus for LP commitments.