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.
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.