James Cowper, Director at Principle Advisory Services, hosted a panel of experienced investors at the recent Infralogic Investors Forum sharing perspectives on infrastructure through the lens of ‘How, when and where for infrastructure’. For LPs of all sizes and strategies, several key issues are shaping their approach as they drive infrastructure portfolios and plans into 2026 and beyond against a backdrop of macro-economic and political uncertainty. Top priorities include recycling out of long-held, non-strategic core exposures, further diversifying offshore and establishing a local presence, deciding when to commit to blind pool funds, navigating the rise of private wealth LPs and making sense of continuation vehicles.
Other topics discussed included:
- Institutional capital meets private wealth – how will the two play a part in the future of infrastructure investment without friction?
- Risk-return profile, sectors, new assets, secondaries – what are LPs looking for that they haven’t found yet?
- Are external managers back in favour? If so, under what circumstances are LPs choosing to work with them?
- How are LPs approaching offshore diversification? Does success require having a team on the ground in those markets?
- How are LPs thinking about recycling their current portfolios and deploying new investments?
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