Co-Head of Real Assets Brent Burnett breaks social etiquette to talk politics. No, not another prediction for the U.S. election; he’s talking public-private partnerships -- or PPPs -- and what it would take to get one over the finish line.
| 3 min read
How High Is Too High | Are Infrastructure Valuations Grounded in Reality?
Headline valuations associated with infrastructure transactions have, for years, been subject to mockery, skepticism or a more subtle roll of the eyes, with airports, data centers and towers considered usual suspects. So, what do we make of infrastructure valuations in today’s environment?
Quick Hits | Talking ESG Metric Selection with Novata
When it comes to ESG metric selection, where does one even begin? We asked Novata Chief Impact Officer and Head of ESG Lorraine Spradley Wilson to share her recommendations on how to start that journey.
Quick Hits | Talking ESG Data & Metrics with Novata
Most private market managers today are struggling with how to best address ESG, so we asked Novata CEO Alex Friedman to explain why data collection and reporting is such an important factor in the ESG space and why it should be a priority for fund managers and private companies right now.
2022 Real Assets Market Overview: Into the Un-‘Known'
“It’s not what you don’t know that gets you in trouble. It’s what you ‘know’…that just ain’t so.” Though unconfirmed, this quote is often attributed to Mark Twain. Regardless of the source, there is a lot of wisdom in this old saying. We are weary of the unknown yet embrace what we feel as “known” without question.