The fibre rollout in France and other European countries may be nearing completion, but there are still compelling investment opportunities to be found, say InfraVia Capital Partners’ Coralie Durbec and Olivier Raugel of portfolio company IFT.
Huge growth in the sector and a changing interest rate landscape are creating outsized demand for capital and changing sector dynamics, says Goncalo Bernardo, investment partner at Palistar Capital.
Even accounting for recent blips in some markets, digital infrastructure continues to create substantial investment opportunities, explains 3i’s Oscar Tylegård.
An explosion in the adoption of generative AI is changing both the scale and nature of data centre demand, says Henk van Duijnhoven, managing director in Partners Group’s infrastructure Americas team.
Surging consumer demand for data in tertiary markets, as well as unequal access to modern technologies, is driving investor appetite, says DIF Capital Partners’ Kanan Joshi.
Building a well-balanced allocation raises a unique set of challenges and opportunities, says Edmond de Rothschild’s Jean-Francis Dusch.
In this podcast, Nuveen Infrastructure’s Joost Bergsma and NextEnergy Capital’s Michael Bonte-Friedheim discuss the positive investment case for clean energy as the infra sector struggles to shake off 2023 fundraising woes.
The Nordic region is in a great position to work towards complete decarbonisation, but the focus now must be on scaling up local infrastructure, says Infranode’s investment director and head of sustainability Johan Tiselius.
Key subsectors such as waste-to-energy and heating networks stand out as investors double down on the energy transition, says Vauban’s Guillaume Faroux.
To be successful, investments in the energy transition must balance support for emerging technologies and asset-heavy businesses, according to Nuveen’s Joost Bergsma, Biff Ourso and Don Dimitrievich.