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.
The mid-market infrastructure space is facing a shortage of capital, creating an opportunity-rich environment for GPs with dry powder, says Northleaf’s Jared Waldron.
UK pension funds are in a hole when it comes to likely future returns. Arjun’s Surinder Toor argues investing in infrastructure is a vital way out.
Although traditional infrastructure will continue to be key, the growing importance of digital infrastructure and energy transition has shifted investor focus, says James Chern of Seraya Partners.
The digital infrastructure ecosystem may be well established but, as the field of AI demonstrates, many more potential new use cases remain on the horizon, says John Apostolides of Palistar.
In this podcast, Matthieu Muzumdar of Meridiam and Neil Krawitz of Arcus Infrastructure Partners assess the state of play for sustainable investing, and discuss the opportunities and challenges for institutional capital.
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.