From renewables to telecoms, the US is providing plenty of compelling investment propositions, say senior managing directors and co-heads of infrastructure at Ardian US, Stefano Mion and Mark Voccola
Abundant supply, tax equity market contraction and softening pricing because of the pandemic mean renewables investing is not for the faint-hearted, says Quinbrook co-founder and managing partner David Scaysbrook
Communications infrastructure demand has skyrocketed in the face of covid-19, fuelling long-term tailwinds, says Melody Investment Advisors founder and managing partner Omar Jaffrey
US renewables have gathered such momentum, neither governments nor a pandemic can break their stride, says Capital Dynamics’ global head of clean energy infrastructure, John Breckenridge.
California’s blackouts prove that decarbonisation cannot take place overnight, says Starwood Energy chief executive Himanshu Saxena
In a world of mega-funds, the mid-market offers the most attractive North American investment opportunity set, says Northleaf Capital Partners’ co-head of infrastructure Jamie Storrow.
Mid-market businesses face some unique challenges in the covid-19 era. Three industry experts tell us why they are confident it can grow from the crisis.
The rapid growth of many larger infrastructure funds can overshadow what is happening in the mid-market. Ancala Partners’ Spence Clunie discusses the opportunities in this market
Infrastructure investment can be a key area of stimulus for flagging economies, says Andy Matthews, greenfield managing director at Infracapital
For long-term investors squeezed between intense volatility and low interest rates, infrastructure debt offers the prospect of yield combined with relative long-term security, say Glenn Fox and Shantini Nair from HSBC