Content (55)
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White papersFiber-to-the-home: Missed connections? i3 article on navigating the investment landscape
Fiber optic cables, originally developed in the 1950s to allow doctors to view the inside of a patient, are now essential infrastructure that everyone needs to access remote employment opportunities, as well as access to education, healthcare, entertainment and even socialization.
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White papersInfrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 20245 overall funds raised in 2023 fell by over 50%.
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White papersUnlocking infrastructure opportunities: Top 10 interview with Roland Hantke
Private infrastructure investments are increasingly gaining traction – and for many reasons. Considered a safe haven especially during inflation, infrastructure is receptive to many secular trends currently shaping the global economic scenario. What are these, and how should investors approach this multi-faceted asset class?
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White papersDecarbonizing transport: Investing in the energy transition
Beyond renewables such as wind, solar and even traditional grid infrastructure, there is a world of clean energy investments that sits in non-electricity industries.
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White papersPM Corner: Infrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 2024 overall funds raised in 2023 fell by over 50%.
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White papersInvesting in a digital tomorrow: Gaining technology-agnostic exposure to technology megatrends
Digital infrastructure such as data centers, fiber networks and mobile towers provide the backbone that supports many of the technological innovations that are happening. A few years ago, these investments only accounted for a small portion of the global infrastructure deal flow. They have now grown into one of the largest infrastructure sub-sectors, with over USD 600 billion of investments in the last 4 years
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White papersStart with the farmer
California farmers lead the way in sustainable agriculture while navigating water infrastructure limitations.
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White papersFundraising in infrastructure - A return to the market buzz
Sentiment for infrastructure was muted in 2023. Although very few investors we spoke to were outright negative on the asset class, most have taken a “wait and see” approach, especially given the denominator effect.
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White papersDigital infrastructure — the next chapter
Gaining technology-agnostic exposure to technology megatrends
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White papersBattery storage in the energy transition
Institutional Investing in Infrastructure (i3): article extract
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White papers2024 Infrastructure outlook: Answering five tough questions from infra-skeptics
Private infrastructure had a challenging 2023. Although performance remained relatively stable, fundraising is at the weakest levels in 10 years, while deal volumes have fallen 40% year-on-year due to wide bid-ask spreads. High interest rates, mixed economic outlook, and geopolitical tensions continue to weigh on the industry.
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White papersBeyond renewables – what’s next in greenhouse gas reduction?
Renewable energy has been one of the most popular target sectors for infrastructure investors in recent years. With the rising maturity of renewables, returns of traditional projects such as wind and solar have compressed significantly, typically offering single digit Internal Rate of Returns (IRR) in mature markets.
