Simon Gordon, Head of Sales UK and Channel Islands – Institutional Capital Services, JTC Group, writes that in many ways the First FT newsletter of 23rd July, said it all: “Google’s AI spending has rapidly transformed the group from an asset-light business into a capital-intensive one.
Neel Khokhani, Epochal Corporation, writes that for the past decade, the infrastructure investment community has operated on a seductive premise: that the future of computing belongs to whoever builds the biggest facilities.
Matt Pells, Product Manager, Transfer Agency, Bravura Solutions, writes that investor appetite for private credit, infrastructure and real estate is accelerating, driving rapid uptake of hybrid and interval fund structures.
New research from Carne Group (Carne) has revealed strong optimism in the infrastructure sector, driven by macro tailwinds and fundraising momentum.
L&G today has announced the first close of its L&G Digital Infrastructure Fund (“LDIF” or “the fund”), totalling c.EUR600 million in commitments and associated co-investments, with a second close expected later this year. The launch is a key milestone in L&G’s Asset Management strategy to expand its private markets proposition.
TIME Investments is predicting higher investment in UK infrastructure as the private sector steps in, and has identified seven UK infrastructure sectors where it believes there are opportunities for growth and could be significant potential for investment in the future.
Morgan Stanley Infrastructure Partners (MSIP), the private infrastructure investment team within Morgan Stanley Investment Management (MSIM), has announced that it has raised USD4.1 billion for North Haven Infrastructure Partners IV (NHIP IV).
Andrew Gill, Co-Fund manager, TIME:UK Infrastructure Income, makes his case for UK infrastructure as an investment opportunity and the sectors set to present the greatest opportunities for growth.
HSBC Asset Management (HSBC AM) continues to scale up its USD6.5 billion global private credit platform, announcing the launch of the first vintage of its Global Transition Infrastructure Debt strategy and the extension of its UK direct lending capability into the European market.
The new Labour government has launched a GBP7.3 billion National Wealth Fund which will target private capital to support the UK’s growth ambitions.
