Staff Writer
Allocations will increase as funds seize opportunities to address the infrastructure deficit, say Igneo’s Michael Ryder and John Ma.
The rapid deployment of solar in North America will continue regardless of politics, predicts NextEnergy’s Michael Bonte-Friedheim.
From water utilities to renewables and reshoring, the lower mid-market is providing a plethora of opportunities to buy small and scale, says Ridgewood Infrastructure’s Ross Posner.
With most cell phone use taking place inside, and dependable service within buildings elusive, ensuring property owners can provide wireless to tenants is a compelling investment thesis, says Ardian’s Michael Obhof.
Strong macro themes and surging consumer demand for all things digital are fuelling a sharp rise in infrastructure investment, says Palistar Capital’s Omar Jaffrey.
Embracing a spectrum of low-carbon fuels could be key to achieving long-term decarbonisation goals, say Partners Group’s Andre Burba and Matthew Lipton.
Credit provides greater flexibility and a more investor-friendly structure than you typically see with equity, says CIM Group’s Kyle Hatzes.
Decarbonisation efforts are creating infrastructure opportunities across a range of sectors, say CVC DIF’s Vincent Liu and Ryan Gow.
The presidential election is unlikely to disrupt the momentum behind US infrastructure investing, given the bipartisan support that the industry enjoys, says 3i managing partner and head of North American infrastructure, Rob Collins.