Summary

With each new round of tariffs and trade deals, the financial markets are experiencing bouts of volatility as they reprice how economies could be affected. From Trumponomics to Brexit, our experts explore what it all means – and what the future may hold.

 

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The key to infrastructure equity is hands-on, active management

by Armin Sandhoevel | 06/11/2018
The key to infrastructure equity is hands-on active management

Summary

As more energy-infrastructure projects seek financing, institutional investors are playing an increasingly significant role not only as lenders, but as energy suppliers. Partnering with the right active manager – one who has expertise in managing infrastructure projects – is critical to pursuing attractive returns and managing risk.

Key takeaways

  • New global political agreements mean more infrastructure projects are coming online, and institutional investors are increasingly supplying capital in place of governments and banks
  • In the energy infrastructure space, privately negotiated electricity consumption agreements are on the rise, forcing investors to learn how to act as energy suppliers
  • Partnering with the right active manager – one who has the infrastructure expertise to manage the project itself – is critical to pursuing attractive returns and managing risk