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Emma Haight-Cheng, AMP Capital’s European head of infrastructure debt, finds the emerging infra sector is heating up.
With managers increasingly putting pressure on LPs to enter the carry early, Threadmark partner Patricia Wilkinson and PEI senior editors Bruno Alves, Jonathan Brasse and Toby Mitchenall look across asset classes to find out whether the status quo really is changing.
Direct investing
Going direct is well-suited to infrastructure. But anyone looking to do it will have to tackle tough questions around compensation and transparency.
Vietnam
However, experts agree country is set to play a major role in the development of renewables across Asia-Pacific.
energy
There has been a structural shift in how LPs are allocating funds to energy-focused vehicles, moving away from upstream and paying closer attention to renewables and sustainable strategies.
The government’s recently announced National Energy Guarantee could shorten contract duration, creating a risk-return profile closer to fossil fuel merchant generation, argues Maven Libera’s Mark Gemmola.
No cybersecurity programme can be totally foolproof, but there are key ways to reinforce any effort and mitigate the biggest cyber-risks.
ESG has become a ‘matter of strategic positioning’ rather than the ‘compliance consideration’ it used to be, according to the group.
Infrastructure Investor: The Decade
We review the asset class’s first 10 years, as ESG and customer service both took centre stage, in the first article from our special 10th anniversary issue.
Digital infrastructure
Resilience and reliability are the short-term challenges as the pandemic puts high capacity workloads on the network’s edge. Longer term, investment opportunities abound.
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