Infrastructure
-
October, 2020
Infrastructure’s allure shines post-pandemic
Emma Powell, LAPF Investments. Emma Powell looks at the benefits of solid returns and diversification offered to pension schemes by investment in infrastructure It is too early to tell whether Prime Minister Boris Johnson’s pledge to unleash a wave of measures that will enable the UK to “build, build, build” its way out of a coronavirus-induced ...
Read More -
October, 2020
Digital infrastructure from a sustainability perspective
Benjamin Kelly, Senior Analyst, Global Research, Columbia Threadneedle Investments. Antonio Botija, Head of Origin and Investments, Infrastructure Investments, Columbia Threadneedle Investments. Benjamin Kelly and Antonio Botija of Columbia Threadneedle Investments discuss the benefits of investment in sustainable digital infrastructure, demand for ...
Read More -
October, 2020
A focus on affordable housing
Paul Myles, Director, UK Institutional Business, BMO Global Asset Management. Paul Myles of BMO Global Asset Management describes exactly what is implied by affordable housing and outlines the benefits that investment in it can bring to investors and to society as a whole Housing is a basic human need, and the provision of housing as a social mission ...
Read More -
October, 2020
Building back better: stimulating the UK economy post-Covid
Gregg McClymont, Executive Director, IFM Investors. Gregg McClymont of IFM Investors looks at how pension fund capital can assist the UK government’s infrastructure spending initiatives Just before the Covid-19 pandemic hit the UK in March, the new government delivered a statement of intent on infrastructure, pledging public capital expenditure of ...
Read More -
October, 2020
Infrastructure: a stable portfolio building block, or a “real asset”?
Stephen Hearle, Co-Head of Institutional, & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK looks at the stability and potential returns offered by listed infrastructure – society’s essential systems, assets and facilities When governments first began widespread privatisation of previously ...
Read More -
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 ...
Read More -
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 ...
Read More -
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 ...
Read More -
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, ...
Read More -
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 ...
Read More
