From artificial intelligence to an emerging ‘fog layer’, the digital infrastructure space is stronger than ever, says Digital Alpha’s Rick Shrotri.
Palistar Capital’s Omar Jaffrey says we are doing more with mobile data, making digital infrastructure a uniquely attractive asset class.
Irene Kim, Shi Hao Zijdemans and Ivan Rossignol from AIIB explain the economic and social impact of digital infrastructure.
We are entering a time of change led by decarbonisation, the need for resilience and the convergence of energy and transport, says QIC’s head of transport origination, Nicola Palmer.
Inherent cyclicality may mean there are fewer funds focusing solely on transport infrastructure, but Oaktree Capital Management’s Josh Connor and Emmett McCann believe that specialisation gives an edge in this critical sector.
Changes in the transportation asset class are spurring diverse opportunities for investors, says ITE Management’s Jason Koenig.
Decarbonisation and digital optimisation are integral to successful transport infrastructure investment, say Ardian’s Alexis Ballif and Pauline Thomson.
Australia’s infrastructure sector has centred on privatisations for decades. But a rapidly changing world calls for more greenfield development.
The right time for renewables is now, says Schroders Greencoat’s Matt Ridley, with the required investment in renewable energy and associated infrastructure representing a multi-trillion dollar global opportunity.
There is still a major investment gap if we are to reach net zero by 2050. However, that creates significant opportunities for investors with along-term view of value creation, says abrdn’s Ruairi Revell.