Home Strategy
Strategy
With recession on the horizon, investors look beyond the ‘safe-haven’ of core infrastructure to safeguard their portfolios
Whether in terms of sector, geography or strategy, LPs are increasingly looking to deepen the specialisation in their portfolios. Does this spell the end for the generalist fund?
Throughout the economic cycle, high-yield infrastructure debt generates returns comparable with equity and with very low risk of loss, says Alexander Waller, head of infrastructure debt at PATRIZIA.
ESG-linked economics, the proliferation of secondaries and open-ended funds and the rise in stratification – FIRSTavenue CEO and managing partner Paul Buckley describes his vision for the future of the asset class.
Secondaries represent all of infrastructure’s most attractive characteristics, but with added benefits, says Stafford Infrastructure’s Matthew McPhee.
Core infrastructure investing should be at the forefront of every investor’s mind, says Vauban Infrastructure Partners’ founding partner and deputy CEO Mounir Corm.
A global pandemic and now rising inflation have reinforced the importance of portfolio theory, says Northleaf managing director and head of infrastructure Jamie Storrow.
Three infrastructure experts share their strategy for success in a fast-evolving asset class
Director of energy infrastructure Rahul Agrawal walks us through Actis’s majority stake purchase in Vietnam-based renewables platform Levanta Renewables.
The fund has a strong pipeline in place and will focus on the energy transition, the circular economy and digital equity, Palisade CEO Steve Gross tells us.