mallowstreet University Educational Dinner: Infrastructure – Examining Risk Adjusted Returns
Rising institutional demand for assets offering contractual income, especially of the inflation-linked variety, has been a boon for the funding of UK infrastructure projects. But what does this mean for risk-adjusted returns?
How should investors categorise infrastructure assets and what investment frameworks are needed? Over dinner, we will address the following questions:
- What are the current and expected supply/demand dynamics for UK infrastructure equity and debt investment; are there sufficient origination opportunities to meet demand, are there specific infrastructur