Charles Waine
Market volatility may have increased denominator effect concerns in recent months but infrastructure allocations are still trailing targets.
Not all strategies are created equal, as rising interest rates see investors turning to core-plus and value-add
Net-zero momentum and the digitalisation push promise profound change.
Natural gas may not win many popularity contests, but there is grudging acceptance that it still has a role to play in the energy transition.
Spanning the Equator, Southeast Asia boasts prime opportunities to upscale solar capacity and lift renewables in the energy mix.
Legacy grid infrastructure was not built with the energy transition in mind, so a fundamental rewiring will be required.
The diversity of low-carbon hydrogen may still be emerging but presents exciting long-term potential.
Wind capacity has been growing steadily in the region, but a confluence of factors could soon spur an offshore boom.
Decarbonising road transport will require an immense investment drive to scale charging infrastructure and convince consumers.
Distribution networks could transform the cost and carbon footprint of commercial and residential heating.