With an outstanding track record spanning over 23 years, €6.9 billion in direct infrastructure debt and equity investments made since inception, and €3.9 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.
October 2021
In this third and final part of the series we shift our focus more fully onto the investor, considering how markets are already changing in response to climate change, before reflecting on what concrete steps investors need to take in order to successfully navigate the infrastructure asset class.
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September 2021
In the first part of this three-part series, we looked at just how worrying the current situation for climate change is, emphasising that a serious, global, and coordinated effort is required urgently to avoid disaster. Infrastructure has a key role to play in this effort as a sector which is both due to be impacted by climate change and a major carbon emitter.
This second part of the series looks at the various costs and risks which the investor needs to carefully examine in order to successfully navigate the infrastructure asset class.
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September 2021
From an investment perspective, infrastructure assets have many appealing characteristics. They provide investors with a solid yield and capital returns, underpinned by defensive and stable cash flows, as well as inflation protection and downside protection in negative markets.
This paper is a climate change tryptic and is a must-read for the infrastructure investor. Part One looks at why the climate change situation is so serious, and what role infrastructure can and must play in the transition to a more sustainable future.
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September 2021
With pressure on future asset class returns increasing following the post pandemic surge in global equities and yield curves pushed ever lower by central banks, the hunt is on to find new sources of return and portfolio efficiency for institutional asset owners that strive to deliver real returns to meet their expected liabilities in future years. One source of additional return for a portfolio is
securities lending, which offers the potential to generate extra revenues from portfolios. In this article we take a closer look at securities lending, and the potential benefits to asset owners by way of the revenues from lending fees.
August 2021
In this article, we focus on three large energy storage technologies – pumped hydro, lithium-ion batteries and underground hydrogen storage - considering the investment case for these asset types that are of growing interest to infrastructure investors
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Established in 2006, Connexin is an innovative technology company specialising in building and operating Smart City infrastructure to support the Internet of Things. Connexin provides end-to-end Smart City solutions, such as Smart Water, Smart Parking, Smart Lighting and Smart Waste. Connexin also provides Fixed Wireless Access broadband in the north east of the UK.
Peninsula Link is a 27-kilometre freeway located in South-East Melbourne connecting the suburbs of Frankston and Mount Martha. The project was procured under a Public-Private Partnership (PPP) which involved the design, construction in addition to the long-term maintenance and operation of the freeway. Peninsula Link commenced operations in 2013 and, given its structure as an availability PPP, is not subject to demand risk.
Igasamex is a natural gas distribution company formed in 1996, headquartered in Mexico City. It is focused on the construction and operation of ‘lateral’ (i.e. “last mile”) pipelines connected to major transmission lines and arranging gas supply contracts for industrial customers. Igasamex owns and operates pipeline systems across 12 Mexican states, mainly in the northwest, southeast and central regions of Mexico.
One of the world’s most experienced infrastructure managers & investment strategy advisers
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