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First Sentier Investors' Peter Meany on three reasons to invest in listed infrastructure

Peter Meany, head of global listed infrastructure at First Sentier Investors, discusses why the recovery in transport infrastructure, the growth in renewables and the convergence of digital infrastructure are making listed infrastructure investments so attractive. (12/2021) To read First Sentier Investors' recent outlook for global-listed infrastructure, click here.

IREI's Drew Campbell on innovation in infrastructure delivery and other key topics

Drew Campbell, senior editor of Institutional Investing in Infrastructure (i3), discusses key topics and themes emerging from weekly roundtable discussions, top stories in the November issue of i3, what readers can expect to see in the December publication, and more. (11/2021) To download the November issue of i3, click here.

What infrastructure executives have been discussing with us

Drew Campbell, senior editor of Institutional Investing in Infrastructure, offers a roundup of 2021 virtual roundtable meetings with industry executives, the upcoming live editorial advisory board meeting in Southern California, and highlights from the November edition of the magazine, as well as previewing the forthcoming December edition. (11/2021)

The global investment opportunity in rail

Gianluca Minella, head of infrastructure research at DWS Group, discusses infrastructure investing in rail and the indispensable role rail played in providing vital products during the pandemic, and the role it can play as a catalyst and beneficiary of the decarbonization trend, as governments adopt policies supporting passenger and freight rail over other modes of transport. What’s more, he says the post-COVID market may offer a good entry point for investors to acquire rail transportation assets. (11/2021)

Golding Capital Partners' Thilo Tecklenburg on coinvestment infrastructure funds

Thilo Tecklenburg, managing director at Golding Capital Partners, discusses how coinvestment infrastructure funds differ from other vehicles, what kinds of investors might prefer these funds, which markets and sub-asset classes are particularly attractive for coinvestments, and how ESG screening be implemented in coinvestment structures. (11/2021)

IREI's Chase McWhorter on inflation, the energy transition and other key topics

Chase McWhorter, managing director of Institutional Real Estate, Americas, and former managing director of Institutional Investing in Infrastructure (i3), gives a recap of the key themes and discussions from emerging from IREI’s weekly virtual roundtables. This month's conversations centered on inflation and the role of ESG, the shift from traditional energy sources, and more. (10/2021)

MSCI's Will Robson on private infrastructure’s role in a multi-asset-class portfolio

Will Robson, at MSCI, discusses some of the key points from a recent blog, Assessing Private Infrastructure in a Multi-Asset-Class Portfolio, such as misconceptions surrounding private infrastructure assets and how having the right data can help investors understand return characteristics and allocate capital. (10/2021) To read the blog, click here.  
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