As the asset class matures, investors are seeking greater customisation, says Karen Azoulay, head of infrastructure debt at BNP Paribas Asset Management
COP26 and the EU’s Green Deal signal the growing focus on sustainable infrastructure, heralding a positive future for those financing the transition, says Bernd Fislage, CEO of Kommunalkredit Austria AG
As the infrastructure debt market continues to outperform, US insurers are looking for new options in a maturing market, say Macquarie Asset Management’s Magali Cohen and Tom Danielsen
A social licence to operate has always been fundamental when it comes to infrastructure ownership and management. But its importance is never clearer than when it has been lost, three investment professionals tell us.
Investors are clamouring for funds that comply with the highest Sustainable Finance Disclosure Regulation standards. Achieving Article 9 is fundamental but challenging, says Michael Ebner, KGAL’s managing director of sustainable infrastructure.
Federal communications programmes, a supportive renewables policy and upgrades to ageing infrastructure are driving investment opportunities in the US, says Jessica Kennedy, managing director at Northleaf Capital Partners.
Applying capability, capacity and capital to mid-market companies can create the dominant players of tomorrow, says managing partner at Arcus Infrastructure Partners, Ian Harding.
Most energy transition projects are not infrastructure as the industry knows it. Careful work is required to unearth seams of value, say Stefano Brugnolo, partner, and Mark Cresswell, senior investment director, at Arcus Infrastructure Partners.
Performance monitoring is key to achieving top-quartile results, say Frédéric Blanc-Brude, director, and Abhishek Gupta, senior research engineer, at EDHECinfra.
LPs are demanding that managers get serious in measuring ESG performance, including on social issues, says FIRSTavenue’s Francesca Lloyd.