A relatively stable regulatory environment, coupled with deeply diversified dealflow, means Europe is luring investors away from the US, four infrastructure professionals tell Amy Carroll and Kalliope Gourntis It has been just over a year since US President Donald Trump shook the world by introducing a sweeping package of tariffs on what he dubbed ‘Liberation Day’. In the intervening 12 months, US trade policy and the country’s international relations more generally have remained highly...

The mid-market space offers an attractive risk-reward equation – and managers have learned lessons from turbulent times, says Arjun Infrastructure’s Serkan Bahçeci

LPs are recalibrating their allocations as they navigate a volatile macroeconomic and geopolitical environment, says Arjun Infrastructure Partners’ Surinder Toor As geopolitical events and technological advances drive investment megatrends, limited partners have found they must adapt their investment strategy to avoid drifting returns and elevated risk For example, many of the largest infrastructure managers have deployed aggressively in digital and renewables in recent years, leaving...