Infrastructure
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April, 2018
Local authorities begin to find their feet in infrastructure
Matthew Craig, LAPF Investments. Infrastructure investment is of particular interest to the LGPS now that pooling is well under way. Matthew Craig looks at how local authorities can avail of the opportunities in the asset class Synchronicity is a term first used by psychologist Carl Jung for events that are meaningful coincidences. Perhaps it can be ...
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April, 2018
Necessity drives the argument for investment
Colm O'Connor, Senior Portfolio Manager, KBI Global Investors. Colm O’Connor of KBI Global Investors contends that while the demand for significant investment in infrastructure continues unabated, institutional investors have been slow to take advantage of the opportunities presented Many commentators estimate that trillions of dollars of ...
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April, 2018
Understanding junior debt
Claire Smith, Investment Director, Private Assets, Schroders. Claire Glennon, UK Institutional Business Development Director, Schroders. Claire Smith and Claire Glennon of Schroders outline the reasons why junior infrastructure debt may be in an ideal place to form part of investors’ overall portfolios With dry powder for infrastructure equity ...
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April, 2018
3D renewables: Decarbonising, Decentralising and Disrupting
Dario Bertagna, Principal, Clean Energy Infrastructure, Capital Dynamics. Dario Bertagna of Capital Dynamics discusses how developments in renewable energy are transforming the way we think of the power sector First dimension: Decarbonisation. The world of power generation has transformed dramatically over the last few years. In Europe and the UK, ...
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April, 2018
DNA of a manager search: LGPS and infrastructure
Peter Hobbs, Managing Director and Head of Private Markets, bfinance. Peter Hobbs of bfinance looks at the challenges faced by infrastructure investors, and takes us through a case study showing how a manager search identifies investor requirements and concerns to help identify suitable managers Unlisted infrastructure has become an increasingly ...
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April, 2018
Time to stress test your portfolio
Stephen Leh, Infrastructure Investments Group, J.P. Morgan Asset Management. Now may be the ideal time for local authority investors to prepare for the next period of financial stress by testing their portfolios against a wide range of potential outcomes. Stephen Leh from J.P. Morgan Asset Management’s Infrastructure Research team look at the potential ...
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June, 2015
Growing pains: the best approach to infrastructure
Matthew Craig, LAPF Investments. Matthew Craig looks at how local authorities are assessing the opportunities in infrastructure investing Infrastructure is now arguably the asset class of the day, but like any highly fashionable item, prices can be high and it is not necessarily for everyone. Leaving aside the gripes, there are clear reasons why ...
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June, 2015
Infrastructure investment: opening up new avenues of investment opportunity
Jason Conway, Senior Investment Editor, BNY Mellon Investment Management. Jason Conway of BNY Mellon examines the opportunities for investors in the burgeoning infrastructure sector With global public sector organisations facing increasing cost pressures, many are now seeking new private investment and funding for infrastructure development, creating an ...
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June, 2015
Investing for the future
Susan Martin, CEO of London Pensions Fund Authority. Susan Martin from the London Pensions Fund Authority makes the case for collaboration when it comes to infrastructure With parliament well underway, it is worth taking a moment to reflect on the UK public pensions landscape as it currently stands and to set out how we at the LPFA see opportunities for ...
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June, 2015
The infrastructure labyrinth
Karen Shackleton, Senior Adviser, AllenbridgeEpic. Karen Shackleton of AllenbridgeEpic outlines how a careful alignment of investment aims and expectations can help pension funds benefit from their infrastructure investments According to Preqin1, in 2014 14% of investors felt their infrastructure investment had fallen short of expectations, twice as ...
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