Is infrastructure too expensive? In a word, no
There is an unprecedentedly large volume of capital earmarked for unlisted real assets, but the common observation today is that the markets are too expensive
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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