The energy transition is a factor in everything QIC’s direct lending platform touches, says Evan Nahnsen.
Uncertainty remains the biggest challenge for businesses in infrastructure and energy financing, but opportunity abounds, says Kommunalkredit’s Bernd Fislage.
Despite a volatile economic environment, infrastructure debt allows investors to find opportunity in the gaps, says Nuveen’s Don Dimitrievich.
Times are changing and strategies need to evolve too, says Ares’ Patrick Trears.
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.