117. Minutes - Infrastructure Investing, the consolidation

Why has the fund raised by infrastructure fund drastically collapsed in 2023. Is it linked to lackluster returns in a high interest rate environment?At the same time, we have seen numerous acquisitions of mid size infrastructure specialists by larger global asset managers, case in point the very spectacular purchase of Global Infrastructure Partners by Blackrock (or is it a reverse take over?).Where is the infrastructure investing going? That’s what on the menu of this week’s Minutes Join Laurent and Gerard in Berlin – 20/21 March 2024 – Global Infrastructure Summit https://www.peievents.com/en/event/infrastructure-investor-global-summit/

Om Podcasten

Two investment bankers weekly explore how tech, finance, markets and regulations are radically redefining the world of energy: Renewable Energy, Electric Cars, Hydrogen, Battery Storage, Digitisation...Your co-hosts: from Berlin, Gerard Reid and from London, Laurent Segalen.Our LinkedIn page: https://www.linkedin.com/company/redefining-energy/X handle: @Redef_Energy