Consumer and enterprise demand for data and generative AI points to a bullish future for US data centre operators, say Partners Group’s Fentress Boyse and Morgan Jones.
Ridgewood’s Ross Posner and Michael Albrecht see opportunity in America’s fragmented water systems.
Cost competitiveness, government support and societal need are driving long-term investment opportunities in green energy, says Schroders Greencoat’s Coen Weddepohl.
Glennmont Partners’ Joost Bergsma and Actis’ Shami Nissan tell us why their respective firms will continue to focus on sustainability, rain or shine.
Even post-covid, demand for data centres, fibre and towers continues to grow. Palistar’s Omar Jaffrey and Eurazeo’s Laurent Chatelin discuss how current digital infra trends are aiding the transformation to a more connected and sustainable world, and how investors can benefit.
A thematic approach to investment opportunities combined with the construction of diversified portfolios can generate attractive risk-adjusted returns in any macroeconomic environment, say Partners Group’s Irene Mavroyannis and Ed Diffendal.
Infrastructure investors have the opportunity and responsibility to create long-term value by engaging with, and meeting the needs of, communities, according to Instar Asset Management’s Gregory Smith.
Infrastructure is a long-term asset class and requires a different approach to a PE-orientated one, says Vauban Infrastructure Partners’ Mounir Corm.
Diversified portfolios with minimal leverage are well-placed to thrive amid market volatility, says Northleaf’s Jamie Storrow.
Investors are taking a binary approach to protect from downside risk and add value, says PATRIZIA’s managing director of infrastructure Tom Maher.