Kalliope Gourntis
Growing geopolitical tensions over the past year have fuelled reshoring – and in the process – are re-shaping infra investment strategies.
With infra outperforming practically every other private asset class, and a difficult macro environment persisting, the M&A activity seen in the last two years is probably just the beginning.
Regardless of whether the Green Deal industrial plan restores Europe’s place as a frontrunner in the fight against climate change, it will certainly create investment opportunities, say five infra professionals.
The asset class has faced challenges but has performed well in what has been its first proper test, argues head of infra Gordon Bajnai.
Many of the practices private capital has been criticised for exist regardless of ownership type – which is why the right regulatory framework is key.
This niche social infra market may tick many of the right boxes. But do infra investors have what it takes to meet the needs of the people they are intended to serve?
The firm has partnered with credit manager Capital Four and is winding down its equity business with the departure of two senior partners.
The Article 9 fund will invest in projects to restore forests, wetlands and mangroves in developing countries.
CI's James Mackey explains how the firm's VC and project finance teams work together to decarbonise heavy-emitting sectors.
Glennmont Partners’ Joost Bergsma and Actis’ Shami Nissan tell us why their respective firms will continue to focus on sustainability, rain or shine.