Interest rate hikes may have upset global markets, but infrastructure debt has been remarkably resilient, says Barings’ Pieter Welman.
The rise of AI and shift towards net zero are radically altering the data centre landscape, says Quinbrook Infrastructure Partners’ John Lucas.
Investing fundamentals in the lower mid-market offer attractive dynamics on entry, through value creation and at exit, says Ridgewood Infrastructure managing partner Ross Posner.
High inflation and a high interest rate environment showcase the benefits of a core infrastructure strategy, says Vauban’s Mounir Corm.
All the ingredients are in place for a stellar 2024 in the renewable energy project finance market, says Wilmington Trust’s Will Marder.
Investors need advanced capabilities to navigate the demands of the energy and digital transitions, says EQT’s Masoud Homayoun.
The Nordic country offers strong opportunities for investment in district heating and regional energy businesses, says abrdn’s Soti Calochristos.
Infrastructure is evolving globally into a standalone asset class more than two decades since Australia’s superannuation funds paved the way, says IFM Investors’ chief strategy officer, Luba Nikulina.
New mid-market opportunities are emerging as governments increasingly seek modern, high-quality infrastructure assets, says I Squared Capital’s Gautam Bhandari.
Decarbonisation push and political backing boost the investment case for EV charging, say PATRIZIA’s Anne Grandin and Numbat’s Martin Schall.