The world is changing. It needs to end its reliance on extractive energy, improve its digital connectivity and, following the Covid pandemic, create supply chains that are closer to home.
Then there is building more houses and hospitals to serve growing populations.
In the UK, the government is committed to upgrading Britain’s infrastructure, but not to funding it. For that they want to attract private capital and have defined contribution pension schemes in their sights.
April’s cover story examines if institutional investors are interested in such assets and, if they are, what projects do they want to invest in.
This edition also looks at bonds, China and innovations in healthcare.
We also speak to the new chief investment officer of Lothian Pension Fund and the boss of the UK Sustainable Investment and Finance Association.
We hope you enjoy this edition.