Tag : infrastructure

Sovereign wealth funds (SWFs) are refocusing their portfolio structures to mitigate AI concentration risks and secure stable returns, according to Invesco's latest study.

As institutional investors look to de-risk their private credit allocations, European infrastructure debt is emerging as a critical diversifier.

Investors are turning to the continent's essential assets as a defensive shield against global instability and energy price volatility.

As regulators tighten standards and LPs demand clearer attribution, the sovereign-backed manager is embedding ESG controls into its legal frameworks, governance processes and portfolio-wide data systems.

Investor confidence has improved, underscored by rising deal activity and a renewed willingness to deploy capital.

The CIO of India’s National Investment and Infrastructure Fund says ESG is becoming more relevant to underwriting and exits, even as the industry struggles to prove which interventions create measurable value.

Mephezalea has reduced its exposure to fixed income and moved the allocation towards Infrastructure Investment Trusts, which it says is a higher-yield alternative of the same credit quality.

Ports, pipelines, LNG terminals and power grids are emerging as the backbone of Asia’s energy future.

As artificial intelligence accelerates, one family office outlines how frontier technologies, public markets and collaboration shape its long-term allocation strategy.

APAC is entering 2026 with resilient deal values, sector-specific momentum in AI, healthcare, and infrastructure, and rising regulatory complexity.

As data centres evolve into massive energy consumers, the industry’s "unsexy" fundamentals, grid reliability and baseload power, are superseding speculative AI premiums as the primary drivers of investment value.

APAC institutional investors are moving up the risk spectrum, targeting 8–12% net IRRs in European infrastructure.