With an outstanding track record spanning over 20 years, €5.9 billion in direct infrastructure debt and equity investments made since inception, and
€3.0 billion of funds currently under management,
we are one of the world’s largest and most experienced independent infrastructure managers.
We are a long-term investor, partnering with clients to invest in true infrastructure assets that protect real investment value, while providing predictable cash returns. This is achieved by investing in assets with clear and measurable cash flows and adding value through active asset management.
December 2017
A significant demand / supply imbalance for large, core infrastructure assets in the traditional OECD markets of Europe and North America has compressed projected investment returns for private market investors. This article explores the merits of investing in Developed Asia infrastructure, a low-risk region that faces less competition.
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September 2017
Whilst emerging market economies are keen for private capital to invest in their many infrastructure projects, private investment to date has been relatively restrained. We discuss the key risks that need to be overcome in order for emerging markets to get a bigger piece of the infrastructure allocation pie.
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December 2016
Australia reaffirmed its commitment to reducing the impacts of global climate change through its ratification of the Paris Agreement. We explore the knock-on implications of such a commitment for renewable energy investments, as well as for investors and shareholders on a forward-looking basis.
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November 2016
Can hedge funds provide a similar return outcome to infrastructure investments? Should investors be indifferent between allocating capital between these two types of investments?
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September 2016
The rise in electricity generation from renewable sources has had a materially negative impact on global electricity generation utilities. We explore the fresh challenges, including the so-called death spiral, facing the Australian electricity transmission and distribution network over the medium to long term.
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Southern Water is a licensed monopoly provider of water and wastewater services in the UK. The company supplies water and wastewater treatment services to more than 4.6 million people in the South East of England, one of the most populous and affluent regions in England. Southern Water is regulated by Ofwat.
Sydney Airport is Australia’s largest airport and operates under a long-term lease from the Australian Government. Sydney Airport is listed on the Australian Securities Exchange (ASX: SYD). The capital indexed bonds mature in 2020 and provide an inflation-linked coupon of 3.76%.
The GIB was established by the UK Government in 2012 and acquired by Macquarie entities and USS in August 2017. The GIB had committed over £1.8 billion across a range of debt and equity investments in the renewable sector, as at end December 2015.
One of the world’s most experienced infrastructure managers & investment strategy advisers
