Lenders must rethink their approach to unlock the next wave of digital infrastructure funding
Lenders have built up investment portfolios that include a complex array of different markets, asset classes and funding models. This diversity has created challenges in terms of comparability and clarity. It has also created an atmosphere of caution among credit committees.
As conditions improve, lenders must embrace the emerging opportunities, but with the right level of prudence and discipline.
In this article we explore the importance of understanding the differences between diverse asset classes and business models. We explain variations in their relative performance over recent years, as well as the difficulties in monitoring and comparing different assets and markets.
The article will give lending teams a clearer understanding of the challenges facing their credit committees, in order to help rebuild confidence in digital infrastructure investment. A clear and robust framework – with common KPIs across assets to determine investment priorities for new opportunities and the existing portfolio – will be instrumental in this critical task.
Access the full article here.
Lenders must rethink their approach to unlock the next wave of digital infrastructure funding
Authors
Alessandro Ravagnolo
PartnerCharles Murray
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Project experience
Helping Axian Telecom to develop digital and telecoms infrastructure through a USD420 million, 5-year debut bond