“Support for infrastructure investment, the idea that asset owners should commit to long-term capital projects through a mix of debt and equity, is a powerful notion at the heart of several important public and investment policy areas. It has been much discussed. It has become a staple of high-level G20 and European Union meetings. It has travelled from obscure trade publications to the mainstream financial press. It has practically become fashionable.”
EDHECinfra’s Frederic Blanc-Brude writes for Top1000Funds about the dangers of “fake infra”.