Title: 2017 Infrastructure Emerging Themes
Category: Infrastructure Market Research
Author(s): James Wardlaw
Publisher: Campbell Lutyens
From the beginning of December 2016 to early March 2017, Campbell Lutyens endeavoured to seek the views of a cross-section of thoughtful investors in private infrastructure, not necessarily just the largest, through over 60 in-depth interviews and meetings in person, supplemented by a few telephone discussions.These interviews were across the world in Asia Pacific, the Middle East, North America and Europe.
This report seeks to distil the combined wisdom of those we spoke to in a form which we hope you will find useful and thought-provoking. Our original objective was to reflect on the ten years or so since a number of infrastructure funds started to be raised in 2005/6 and allocations made by a number of institutions and to look forward, beyond
the current opportunities available, to what investors want to see from the infrastructure asset class in the medium to long-term. The focus of these interviews was on equity rather than debt and on the developed markets of North America and Northern Europe. Consequently, we did not seek views in any particularly systematic way on the desire for
infrastructure equity investments in Africa, South East Asia or Latin America.
As you might expect, given the nature of the fundraising part of Campbell Lutyens’ business, we have been particularly focused on what the next generation of fund offerings might look like rather than the ‘direct’ investing aspects of our market. We at Campbell Lutyens, are now more enlightened as to what we should be developing and bringing to you in due course.
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