Contents

INTRODUCTION
Turning a corner
Limited partners of all stripes are increasingly turning to infrastructure, a nascent asset class promising low risk and stable, long-term returns. Is the marketplace ready - and is the public happy to see private involvement in public projects?

KEYNOTE INTERVIEW
Waiting for strategic moves
With privatisation a continuing theme, attention is also turning to corporate restructurings as potential fuel for the infrastructure investment boom. Eric Mallaroni, Andy Precious and Justin Symonds of RBS survey the global landscape.

REGIONAL REPORT: ASIA
A long road ahead
Over the last couple of years, the words 'Asia' and 'infrastructure' have struck a chord with an increasing number of private equity fund managers. What happens when the two come together?

Q&A: RICHARD GAMES, ING
Scanning Europe
Richard Games, Chief Executive Officer of the ING European Infrastructure Fund, talks about his firm's prospects and makes observations of the market in general.

STATISTICS
Infrastructure in numbers
What is infrastructure investment, how does it fit in a portfolio and how sharply has investment in infrastructure risen? PEI presents some key data points.

KEYNOTE INTERVIEW
Innovate to accumulate
Through the examples of three case studies, IDFC Private Equity Chief Executive and President Luis Miranda illustrates how rich rewards can be made from Indian infrastructure.

COMPANY PROFILE
IDFC
 
COMPANY PROFILE
The Royal Bank of Scotland

EXPERT COMMENTARY
Still going strong
Mark Lemmon of the MENA Infrastructure Fund argues that huge infrastructure investment programmes for the MENA region should succeed despite some obstacles.

FUNDS FILE
A selection of infrastructure funds in the market or coming to market.