The novelty of rising interest rates, the prospect of proliferating macro shocks and a profound demographic shift all have serious consequences for real assets, says CBRE IM’s chief economist and head of insights & intelligence Sabina Reeves
Infrastructure is a perfect fit for the low-growth, high-inflation environment we may soon be facing, say CBRE Investment Management’s Tania Tsoneva, Dominic Garcia and Stephen Dowd
Infrastructure has a key role to play delivering a secure, affordable and sustainable energy future, say Herbert Smith Freehills’ Gavin Williams and Silke Goldberg.
The opportunity to invest at scale behind the fastest growing renewable generation technology in the world is proving irresistible for investors, say Glennmont Partners’ Joost Bergsma and Ørsted’s Kunal Patel.
An inflationary environment will necessitate caution, but it also creates opportunity, say DigitalBridge chief executive Marc Ganzi, head of credit Dean Criares and head of Europe Matt Evans.
At a time of seismic change, private markets firms need to adapt and look to a future that might look very different to today if they are to remain relevant to investors and create value in their portfolio, says Actis senior partner Torbjorn Caesar.
The energy transition lies at the heart of both greenfield and brownfield infrastructure investment strategies, says co-founder and head of Infracapital, Martin Lennon.
Coming out of the pandemic is creating positive dynamics for listed infra as it emerges as a viable alternative and complement to private funds, says Giuseppe Corona, head of global listed infrastructure at AMP Capital.
Decarbonisation and digitisation are driving investment and value-creation opportunities for core, mid-market infrastructure, say Vauban Infrastructure Partners CEO Gwenola Chambon and deputy CEO Mounir Corm.
Delivering in the lower mid-market in a sustainable way offers important structural advantages, say Ridgewood Infrastructure managing partners Ross Posner and Michael Albrecht.