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The rise of the activist pensioner

First Super CEO Bill Watson worries it’s only a matter of time before his superannuates realise they own some of the assets providing them a poor service. He’s right to do so.

‘Double-digit returns are behind us’, claims EDHECinfra

It’s not just ‘a wall of capital’ chasing too few deals that has driven up infrastructure valuations in the past 15 years, but other systematic factors as well, the research institute says in its latest study.

China’s Belt and Road Initiative evolves but concerns remain

Moody´s warns about the lack of transparency and the possible impact of a debt burden on member countries.

ANALYSIS: Healthcare investing is ‘not for the faint-hearted’

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.
Cannes, France - July 3, 2017: A view of the Vieux Port, the Old Port of Cannes, and Le Suquet district, the old town, in the background

StepStone Europe head: responsible investment is ‘challenge of the future’

The next generation of investors are increasingly interested in how returns are made, rather than just how big they are, partner David Jeffrey tells the IPEM conference in Cannes.

Private infrastructure at ‘a tipping point’, says JP Morgan

ESG has become a ‘matter of strategic positioning’ rather than the ‘compliance consideration’ it used to be, according to the group.

Year in Review: Digital goes mainstream

The sector is growing rapidly and there are pools of capital - some dedicated - ready to invest.

Australia’s inconsistent interventions could have severe consequences

The country’s regulators have stepped in again to criticise privatisation processes – but singling out private investors while governments escape censure is bad for everyone.

Sense of déjà vu as US infra hits the headlines again

Just like the last two years, there’s talk around US politicians being poised to enact large-scale reform. But investor expectations are probably at their lowest.

Dialling into the demand for communications infrastructure

5G deployment promises a new era of innovation and an ensuing demand for data, which, together, will create an opportunity to help build the necessary infrastructure.

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