FIS Harvard 2025

AI the ‘most consequential’ trend for infra investors despite scepticism

AI is “the most consequential megatrend” for infrastructure investors with opportunities not only around data centres, but also energy and fibre networks by extension. But despite the bullishness, some asset owners are wondering when – or if – AI will deliver a miraculous productivity gain and benefit the underlying infrastructure.
Darcy SongMay 22, 2025
Investor Profile

PUBLICA builds alternatives through partnerships

Sarah RundellNovember 5, 2024
FIS Toronto 2024

Investors must (creatively) make room for sustainable assets in portfolios

Darcy SongMay 30, 2024
Sustainability Oxford 2023

Board control critical to ESG stewardship in unlisted infrastructure

Ben HurleyNovember 22, 2023
Featured Story

India’s NIIF: A poster child for development finance

Sarah RundellAugust 29, 2023
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Infrastructure

Thames Water: A lesson in infrastructure valuations

Careful consideration of trends in Thames Water's cost of capital and volatility, calculated using an appropriate risk model, would have anticipated the operator's financial difficulties. The failure to recognise the loss in value at the right time raises the question of how to value this type of asset.
Noel AmencAugust 17, 2023
Asset Allocation

How Railpen keeps illiquid asset allocation on track

New research on private markets at Railpen has produced a framework that focuses on scenario planning and the uncertainty inherent in illiquid investments taking account of “portfolio steerability”, allocation drift and the impact on short-term liquidity management resulting in a more dynamic approach.
Amanda WhiteJuly 13, 2023
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