The stabiliser: Infra’s growing role in LPs’ private markets portfolios
As interest in the asset class grows, we analyse where the allocations are coming from and what role infra is playing in private market portfolios in 2025.
From taboo to tempting: The natural gas revival is in full swing
Many LPs have shied away from investments in natural gas in recent years. They’re now returning, providing GPs with significant new avenues to explore.
The costly consequences of normalising a lack of resiliency
Heathrow Airport’s recent closure and the Iberian blackout are putting the spotlight on resilience. But who should pay to invest in resilience and who bears the cost of failing to do so?
Risk: New rules require new playbook
With fast-appearing tariffs, an increasingly uncertain regulatory environment, hidden contract risks and fickle supply chains, keeping projects on the straight and narrow infra path in 2025 is no mean feat.
Macquarie’s Satchcroft and Lim: Giving APAC ‘the attention it deserves’
Macquarie’s co-heads of APAC infra tell us which markets excite them, why the AirTrunk exit valuation was not excessive and what makes for an effective partnership.