As infrastructure has become established as a distinct asset class, specialization in terms of investment strategy and structure has increased. What was an intense investment pace in 2022 has slowed a bit in 2023, but investors are still attracted to infrastructure for its inflation protection, according Marcus Ayre, partner and head of Igneo Infrastructure Partners, Europe. In an interview published in the July/August issue of Institutional Investment in Infrastructure, Ayre discusses the political and currents affecting the infrastructure investment marketplace.
“We want to invest in businesses that will survive for the long term, so through the short-term spikes in inflation, COVID-19, Brexit, the war in Ukraine, energy crisis and cost-of-living crisis, we want to make sure we have businesses that continue to deliver predictable cash flows throughout whatever gets thrown at them,” says Ayre. “It’s about this long-term patient capital working to build a sus
