First Sentier Investors’ Post

“The infrastructure asset class is an interesting one to watch as the companies we invest in have evolved significantly over the last 15 years,” says Peter Meany, Head of Global Listed Infrastructure at First Sentier Investors. Watch now as he highlights the drivers of this evolution. Learn more: https://lnkd.in/erQBAxdq

"The infrastructure asset class is an interesting one to watch. Our companies have evolved over the last 15 years,” says Peter Meany, Head of Global Listed Infrastructure at First Sentier Investors. Watch now as he highlights the drivers of this evolution. Learn more: https://bit.ly/4a3HWfS

Partner and Head of Research at Arjun Infrastructure Partners, Serkan Bahçeci, was interviewed by Institutional Investing in Infrastructure (i3). He shares insights on what investors should understand about the infrastructure asset class, highlighting the importance of long-term, fixed-rate debt in the capital structure to shield assets from market fluctuations. In the video, industry experts share how they define #infrastructure and discuss what trends and growth in the asset class mean for investors. Watch the full video for additional insights → https://lnkd.in/gqeZizkG

Please take a moment to view a brief infrastructure update from fund manager Andrew Gill as he discusses the outlook of the sector. #infrastructure #realassets

Infrastructure is a booming asset class in the midst of a super cycle, and opportunities are opening up for individual investors. Listen to our webcast to learn why we believe now is the time to invest in infrastructure. https://ow.ly/N1o730sz9qV

As the world of infrastructure investing continues to evolve, we believe there are vast opportunities to invest in critical infrastructure in the lower-middle and middle markets. Hear more from founder and partner Jeff Jenkins as he provides insights into Bernhard Capital Partners' approach to investing in and growing critical infrastructure assets.

Infrastructure is a booming asset class in the midst of a super cycle, and opportunities are opening up for individual investors. Listen to our webcast to learn why we believe now is the time to invest in infrastructure. http://ow.ly/zfEy104Xnen

What is the outlook for #infrastructure #investment in 2024? My Ropes & Gray LLP colleagues, Sally Davis, Jessica T. Murray and Bob Rivollier, share their key takeaways from the recent Infralogic Investor Forum in New York.

'It's given us certainty going forward, but it created a lot of uncertainty at the time.' Partners David Donnelly and Kip Fitzsimon spoke with Infrastructure Partnerships Australia about the effects on investors of multiple infrastructure pipeline reviews in 2023. Watch the full interview on infrastructure industry trends, opportunities and shifts in the market since last year's Infrastructure Investment Monitor: https://lnkd.in/dAwAsG2M

Ares Infrastructure Secondaries Head Edward Keith and Principal Casandra Pinamonti provided their perspectives on the infrastructure market for Evercore Private Funds Group’s State of the Market 2024. They discussed investors’ increasing focus on sustainable and digital infrastructure, the impact of rates and inflation on the asset class and what it takes to be a great infrastructure manager. Read more below.