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A decade ago, an infrastructure manager would have been hard-pressed to market a core strategy featuring data assets and renewables. Today, Brookfield is embracing both sectors, as infra boss Sam Pollock tells us.
conceptual scene, climate change
David Russell, head of responsible investment at the UK's biggest private pension, discusses how the private equity industry is reacting to climate change.
Investors are seeking out lower-risk alternatives to existing fixed income and real asset equity exposure, according to investment consultant bfinance.
Future of PPPs
Contractual rigidity, value-for-money questions and bad risk allocation all threaten to sink the model. Major intervention will be needed to bring it back to health.
Aviva’s head of infrastructure debt Darryl Murphy assesses the current state of the market.
pipes
The firm has been organising itself to take advantage of increased opportunity in the asset class, according to co-chief executive David Layton.
The strong returns were slightly offset by a fall in the fourth quarter, as interest rates began to rise.
Investors are also demanding better reporting from managers if they are to proceed with their ESG targets.
Mainstream recognition of these practices ended up highlighting the difficulties the industry faces in measuring and adhering to them.
Investors seem concerned about an increasingly uncertain world, but capital keeps on pushing into new markets.
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