Peiner: ‘Partners Group is not about revolution, but evolution’
Newly minted head of infra Esther Peiner walks us through the Swiss firm’s approach to portfolio construction, diversity and why infra is not just about the numbers.
Power struggles emerge as AI fuels data centre growth
The digital need for power threatens to outpace the supply of new clean energy and strain the entire system. Can anything be done about it?
Strong macro headwinds force renewables reckoning
As ‘free money’ dries up, higher interest rates are reshaping critical dynamics of the renewable energy market, Zak Bentley and Daniel Kemp find.
How infra became a $1trn asset class
Infrastructure investing is now mainstream, with GPs and LPs investing in a wide range of strategies – many of which would not have been considered infrastructure 15 years ago. How has the sector changed? And will it continue on its growth trajectory? We find out.
How deglobalisation is shaping infrastructure’s future
As the infrastructure world distances itself from China, market participants tell Infrastructure Investor what happens next.