Strategy

Managers and advisers identify the opportunities and challenges.

The sector is the most attractive it has been in over a decade, says Alexander Waller, Patrizia’s head of infrastructure debt.

CapitaLand China Data Centre Partners is the third such fund for CapitaLand Investment, which previously closed two South Korea data centre funds in 2020 and 2021, respectively.

After establishing itself as a presence in the infra space in Africa and the Middle East, AP Moller Capital is set to focus on the emerging markets of Asia.

LP due diligence is focusing on managers’ ability to replicate historical performance in a very different economic environment.

Aware Super is aiming to invest in an independent network of intermodal terminals that will help unlock the full benefits of Australia’s national rail freight network.

Prime Super’s acquisition of two wind farms in Victoria ties in with its strategy of opting for niche deals with strong returns, said CEO Lachlan Baird.

The Canadian pension is set to invest ¥70 billion in renewables developer Shizen Energy, in a deal that will also see it enter renewables markets in Southeast Asia.

Challenges abound but 'unmissable' opportunities remain post-pandemic, especially for infra investors keeping their eyes trained on Asia.

Investor appetite for infrastructure should withstand the global economic headwinds, but the more resilient strategies will draw in the capital.