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The line between opportunistic investments, legitimate expansion of the asset class’s boundaries and strategy drift is a fine one to tread.
The Canadian pension is targeting a C$40bn infrastructure portfolio within five years, after adding C$400m in assets from March to June this year.
A ‘paradigm shift’ in US regulation could lead to foreign investments, even for minority stakes, submitted to mandatory reviews.
The hurdle rate is facing downward pressure; investors might just let it slide.
The Eno Center for Transportation argues ‘privatisation for its own sake is bad public policy’ but is not averse to public-private partnerships when appropriate.
Watching the German government tie itself in knots to prevent China State Grid buying into 50Hertz drove home how inadequate its laws are.
The question is 'when' not 'if' at this stage, with Cambridge Associates' Andrea Auerbach pointing out GPs have been flocking to these facilities 'in droves, like a Black Friday shopping mob'.
Frank Kwok, co-head of Asia-Pacific for Macquarie Infrastructure & Real Assets, argues infra investors are 'ultimately looking for priviledged cashflows', whether it's in land registries or some of the more tradional assets the country has to offer.
With expenditure growing from 12% to 20% of global GDP, AMP Capital global head of infrastructure health Julie-Anne Mizzi is bullish on the sector, but warns it's not without challenges.
Global clean energy investments are down 1% in the first half of 2018 compared to last year, but the second quarter actually saw 8% more investment.
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