2
infrastructure
investor
may
2014
INFRASTRUCTURE INVESTOR | MAY 2014
EDITOR’S CHOICE
4.
Another George Washington Bridge
casualty
5.
Sign up for the war on climate
change
5.
Boris wants infra post – PPPs
beware?
NEWS ANALYSIS
6. Groundwork
: Flagging energy
7. Survey:
The real estate ‘influencer’
8. Western Front:
When history
comes back to haunt you
9. Policy:
Singapore stakes claim as
Asia’s ‘hub’
9.
In memory:
The passing of an
infrastructure visionary
10. League tables:
Transport sector
hits accelerator
11. PPP round-up
FEATURES
20. COVER STORY: RISK I
How to build confidence
Construction risk remains front of mind
for many investors, but many are making
themselves increasingly comfortable.
18. COVER STORY: RISK II
The lessons of Ukraine
Upheaval in Crimea has shone a spotlight
on the fragility of infrastructure investments
when political crises erupt.
20. COVER STORY: RISK III
Planning for the long term
Why varying strategic approaches to
risk are required at different stages of a
project’s life cycle.
22. COVER STORY: RISK IV
Fighting against optimism
Think a mega-sized infrastructure project is
simply a bigger version of a commonplace
project? Think again.
24. SPECIAL FEATURE
INFRASTRUCTURE
TRAILBLAZERS
The gorilla that wants more bulk
By gathering together global pension
heavyweights, OMERS’ Global Strategic
Investment Alliance aims to punch above
its weight. First in a new series.
28. KEYNOTE INTERVIEW
ANDREW DAY, HASTINGS FUNDS
MANAGEMENT
Spreading the word
Andrew Day joined Australia’s Hastings
Funds Management two years ago with
the aim of spearheading the firm’s growth
on the international stage. We find out
about progress to date.
34. BANKING AWARDS
FOR EXCELLENCE 2013
Recognition for the innovators
Our first ever banking awards helped us
to appreciate the effort and sophistication
that is moulding the infrastructure financing
market of the future.
35-46. BANKING AWARDS
FOR EXCELLENCE 2013
All the winners in our inaugural awards,
spread across various sectors and
geographies.
47. COUNTRY REPORT
CANADA
Big problems, small solutions
Large investors often have trouble sourcing
deals within the Canadian market but, for
smaller investors, opportunity beckons.
50. SPECIAL FEATURE
P3 STATES IN PERSPECTIVE
Friendly and open
With a couple of large projects under way,
new enabling legislation and a
pro-P3 Governor, Florida holds a lot of
promise
52. SPECIAL FEATURE
UK LISTED INFRASTRUCTURE
Worth the risk?
UK listed infrastructure funds have enjoyed
strong tailwinds in recent years. But should
investors now be cautious in a more
challenging environment?
DATA
54. FUNDS INMARKET
20
28
34
