November 2025
The latest edition of The Alternative Investor this month explores how infrastructure is redefining innovation and growth across private markets.
Luba Nikulina, IFM Investors – Infrastructure is becoming the cornerstone of portfolio resilience, with global allocations set to rise 20% by 2030.
Omar Kodmani, Transatlantic Power Holdings – US renewables are the overlooked winners of the AI-driven surge in power demand.
Christopher Yoshida, Nexus Core Systems – AI is fuelling a new industrial revolution, where infrastructure value lies in converting power and capital into intelligence.
Jodi Bartin & Stuart Martin, S4E Capital – Infrastructure is expanding beyond Earth, as space-based assets emerge as the next critical utilities.
Mark Brennan, Guinness Global Investors – AI and ageing populations are blending real estate and infrastructure, from data centres to healthcare.
Natalie Breen, CSC – Specialised real estate such as data centres and social housing are redefining steady, inflation-protected returns.
Chris Zuehlsdorff, Iroquois Valley Farmland REIT – “Farmland Hubs” connect farmers, infrastructure, and markets to strengthen local resilience.
In Letter from America, Prosek Partners’ Mark Kollar writes that US private equity is flowing to Europe, Japan, and India as global opportunities widen — with KKR and Blackstone leading what he calls a “pivotal moment” for US sponsors going abroad.
Our collaboration with The Money Maze Podcast features Neamul Mohsin, CIO of Oxford University Endowment Management, on steering a £6bn endowment through modern portfolio challenges while staying true to Oxford’s centuries-old mission.
In Opinion, Cyrille Nkontchou, Enko Capital, argues that closing Africa’s SME funding gap demands a distinctly African approach — one built on operational growth and local momentum.
Finally, in our market round-up, major funds raised billions and strategic shifts continued: Ardian hit a $13.5bn hard cap, Manulife closed $5.5bn for infrastructure, and liquidity, credit, and multi-manager strategies drew strong inflows. Meanwhile, moves by Millennium, Point72, Goldman Sachs, and Morgan Stanley underscored the growing convergence between public and private capital — and S&P Global’s $1.8bn acquisition of With Intelligence proved that in today’s market, data is the ultimate asset.