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North America | Infrastructure Investor

North America

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Goldman Sach’s $440m US solar bet is a ‘return to the past’

Infra chairman Philippe Camu says lower valuations and higher power and PPA prices ‘have reopened the opportunity for us’.

OMERS: Writing off Thames Water was ‘the right fiduciary’ call

Global head of infra Michael Hill shares his disappointment with the UK utility outcome and talks about what’s next for the Canadian pension.

Grid limitations put the brakes on the EV transition

As the US pursues the transition to electric vehicles, it faces grid limitations and business challenges beyond unreliable chargers.

How Brookfield found a $6bn infra debt gap

We discuss the role of subordinated debt with Brookfield Asset Management's infrastructure debt co-head Ian Simes.

THE LATEST

About this page

North America has, for many years, been a preeminent infrastructure investment destination. Interest in the region has now accelerated driven by the US, on account of President Joe Biden’s $1 trillion infrastructure plan. Combine that with the world’s most dynamic energy market, the energy transition and digital infrastructure mega-trends – as well as an LP community with plenty of room to grow their allocations to the asset class – and North America is likely to feature prominently in our coverage for many years to come. Given those factors, we are expanding our coverage of the region and offer our readers the opportunity on this page to explore key stories, news analysis, opinion and features.

COMMENTARY

Consolidation may be in, but spin-outs aren’t out

The year kicked off with the industry-shattering news of the BlackRock, GIP tie-up and while other mergers soon followed, there are indications that consolidation is not the only game in town.
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