ART Lifts Infra Assets by $6bn Asset Owners, Infrastructure Over just the past 12 months, Australian Retirement Trust (ART) has invested $6 billion in infrastructure assets. Florence Chong speaks with Michael Weaver about what’s next for the fund Read More
Infra in Times of Inflation and Net Zero ESG, Infrastructure The energy transition will take longer than expected and add to long-term inflationary pressures, such as the deglobalisation of supply chains, ClearBridge’s Nick Langley says. But it will also propel growth in the infrastructure sector. Read More
The Future of Listed Infrastructure Infrastructure The most commonly used listed infrastructure benchmarks can differ quite substantially from each other, particularly in sector allocation, but they all share one critical flaw: they reflect economies as they stand today and do not anticipate change. But the future of infrastructure is likely to look very different, Redpoint says. Read More
Future Fund on Infra and Pandemics Asset Owners, Infrastructure The coronavirus pandemic has had a significant impact on infrastructure assets, both positive and negative. Florence Chong speaks with the Future Fund’s James Fraser-Smith about the effect on airports, data centres and renewable assets. Read More
AustralianSuper and the Energy Transition Asset Owners, ESG, Infrastructure, Private & Alternative Markets The Energy Transition offers much more than investing just in renewable energy, AustralianSuper says. And with the Green New Deal taking off in the US, the fund is now forging ahead with establishing a New York office to capitalise on these opportunities. Read More
Infrastructure Over the Long Term Infrastructure As the pandemic wreaks havoc across the globe, does this structurally change the outlook for long-term assets, such as infrastructure? We speak with Aberdeen Standard’s Head of Economic Infrastructure to find out. Read More
Infrastructure in the Pandemic Asset Owners, Infrastructure, Women in Finance We speak with Lianne Buck, former Head of Infrastructure of TCorp and Director of Melbourne Airport, about how the airport sector will cope with the turmoil caused by the coronavirus pandemic. Read More
Infrastructure in Times of Stress Infrastructure, Women in Finance Listed infrastructure offers both liquidity and defensiveness, but how has it held up under the turmoil caused by COVID-19? 4D Infrastructure’s Sarah Shaw explores. Read More
Infrastructure: Opportunities in a Crowded Market Asset Allocation & Strategy, Infrastructure Cyril Cabanes, Head of Infrastructure investments, Asia-Pacific, CDPQ, shares his views on the Australian and Indian markets, his take on disruption and the Canadian pension fund manager’s new in-house expertise in infrastructure development and operation. With all the debate surrounding driverless cars and the future of transportation, you could almost forget driverless trains have been […] Read More
