The size of the current infrastructure investment gap and the speed at which it is widening mean there is both a desire and a need for more public-private partnerships to unlock funding. Investors say that collaboration with local governments and raising public awareness of private investment benefits are crucial.
Stanford president Jonathan Levin said the university’s top priority is maintaining the partnership with the federal government while safeguarding its operational freedom, as the institution balances financial reliance on Washington and political scrutiny from the Trump administration.
With digital infrastructure projects like hyperscale data centre facilities becoming bigger, more complex and more costly, Blue Owl’s Robert Hartog believes that investors should begin to take part in what he describes as a “generational market opportunity.”
Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.
If CalPERS had put more money into the Silicon Valley companies in its own backyard earlier it might be fully funded by now, jokes its sustainable investment head. But it won’t miss the same opportunities in climate investing.
The artificial intelligence revolution is taking place against a backdrop of rising fiscal deficits and a realignment of the geopolitical order. Applying cutting-edge AI technology to navigate markets is helping asset managers such as Bridgewater make sense of a shifting landscape.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
Top1000funds.com is read by investment professionals in more than 40 countries.
