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Climate change
There’s no question infrastructure assets are particularly exposed to climate change. But, how can investors mitigate the risk? And are there opportunities to pursue through resilient investing? We turned to the industry to find out.
Co-investment
Median co-investment returns have plummeted from a high of 56% in 2003, according to data from CEPRES.
The market has already reached 22.3% of last year’s total through just six funds raised.
Digital infrastructure is already mainstream. Three industry insiders tell us why it will keep growing.
Declan O’Brien and Alex Leung of UBS Asset Management’s infrastructure research and strategy division argue that the asset class will continue to be resilient in the face of market volatility.
Standardisation may still be a work in progress but fund managers are already seeing positive outcomes from ESG initiatives, both in terms of social benefits and financial returns.
The two regions led the asset class to buck last year’s trend, experiencing a 17% increase in fundraising growth compared to the 11% drop private markets experienced as a whole, McKinsey reveals in a recent report.
The provision of institutional debt in European PPP projects has increased by 55%, as well as increasing the number of countries lent to.
Infrastructure has overtaken private debt and alongside real estate now makes up a majority of bfinance’s private market manager searches.
ESG has become a ‘matter of strategic positioning’ rather than the ‘compliance consideration’ it used to be, according to the group.
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