Richard Lowe

Assets under management (AUM) of the 100 largest infrastructure investment managers have risen to €2.2trn – from €1.98trn last year – according to the latest IPE Real Assets ranking (see full report from page 23). The industry is consolidating as well, led by the ongoing merger of BlackRock and Global Infrastructure Partners, which – based on current figures – would create a giant with more than €150bn in infrastructure AUM.

Patrizia is seeking to nearly double its assets under management (AUM) in five years to €100bn, in part by creating a new “Re-Infra” asset class that combines real estate and infrastructure.

Acquisition of global logistics and data centre specialist excludes Greater China business

Investors in Munich try to predict the nature of the 'next chapter' of the asset class

Economic advisory firm predicts 'window of opportunity' over the next 12 to 18 months

Managers are positioning themselves for a recovery, but the next story of growth will be very different to the past. Richard Lowe reports