Infrastructure Debt

The virtuous circle: energy and digital infrastructure

Houlihan Lokey’s paper offers the theory as Nvidia strikes deals with investment managers that illustrate the practice of AI infra buildout to the tune of $500bn.

UK’s L&G mulls 25% rise in large infra debt allocation

The insurer’s head of portfolio management, Roman Hederer, sees more opportunities and value now in the asset class than a few years ago, particularly in Europe.

Are investors underestimating infra debt risks?

Speakers at the PDI Europe Forum raised concerns around areas such as climate change, an upcoming wall of debt refinancing and a shift into lower-rated credit.

Eldridge closes on lease facility with ProPetro Energy

ProPetro, doing business as PROPWR, targets 750MW to be delivered by 2028.

Ares supports Vantage Data Centers via a $2.4bn debt facility

The manager commits two-thirds, or $1.6bn, of the total, with $330m of it at closing.

Barings launches Infrastructure CLO at $508m

Manager sees an inflection point for infra lending via CLOs that marks a turn away from the banks.

APG enters infra debt, eyes move into US impact credit

The Dutch pension manager is also looking for more special situations funds and weighing its approach to US investments, says its head of alternative credit.

Insurers take on more risk in infra debt as spreads narrow

How investors like Swiss Re and the UK’s Pension Insurance Corporation are adapting to this fast-maturing asset class.

Blackstone allies with transportation infrastructure firm ITE Management

BXCI makes a minority investment in the alternatives manager.