The Sydney Airport approach comes weeks after the government’s game changing Your Future, Your Super reforms and against the backdrop of uncertain defensive fixed income style returns and possible future equity market volatility.
While there have been moments when bond market reactions have flirted with the concept that inflation is closer than it has been previously, QIC's Allison Hill sees no immediate confirmation that inflation is on the horizon.
Better valuation, performance monitoring and risk assessment methods are needed for infrastructure assets if institutional capital is to play a key role in the economic recovery following Covid-19, experts say.
The senior investment leader describes the governance challenges as “huge” for funds moving into alternative asset classes because of the complexity and also because of the gap between the best and worst performing general partners and investment managers.
Whilst an important variable, inflation is just one of the factors infrastructure investors are sharply focused on, as the asset class definition transforms and governments around the world navigate a changing economic and geopolitical environment, RARE's Nick Langley explains.