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...

Arjun-backed ONroute completes debt refinancing and hires new CEO

Integrating environmental, social and governance considerations into investment decisions has come in for some criticism, yet infrastructure investors cannot ignore the risks and opportunities, says Arjun’s Rhyadd Keaney-Watkins