The growth of pension systems presents an opportunity to work together to prioritise long-term solutions for responsible investing, says Luba Nikulina, chief strategy officer at IFM Investors.
Governance is often overlooked when discussing a company’s ESG strategy, but strong relationships and alignment at board and CEO level can mitigate against this, say Instar’s George So and PRT Growing Services’ Randy Fournier and Kim Stangeby.
While it is not a new concept, the transition will take longer – and require more capital – than many people realise, argues Asterion’s Nicole Hildebrand.
Stonepeak’s James Wyper discusses the encouraging backdrop for transport and logistics investing in North America resulting from strong economic fundamentals and favourable government policies.
A year on from the Inflation Reduction Act, the US is rapidly positioning itself to overtake Europe as the global energy transition frontrunner, according to our roundtable participants.
Focused investment strategies have been used across traditional and alternative asset classes and should also be applied to solar infrastructure, believes Shane Swords.
Flexible dealmaking in a downturn and deep sector knowledge mean private lenders are capturing market share, a group of infrastructure debt professionals tell us.
Ground leasing is expanding from telecoms towers into renewables and represents an underserved but compelling segment of the infrastructure industry, says Ardian’s Michael Obhof.
US digital infrastructure stands head and shoulders above the competition, says Palistar Capital’s Omar Jaffrey.
Why Igneo’s John Ma and Michael Ryder believe a hands-on approach to guiding infrastructure portfolio companies is needed.