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Political Risk
Successive governments have made alterations to New Zealand’s Overseas Investment Act, creating a complicated regime for investors to navigate.
Europe may need Chinese turbines to reach transition targets, but financing will be a struggle and going Chinese would damage local supply chains.
COO Ted Frith says probable political tailwinds and discounted CPI-linked assets should prompt investments.
A new regulatory period looms but attracting much needed capital when ‘investors can earn a higher return with much less risk’ elsewhere will be an uphill struggle.
Infra’s long-term nature makes geopolitical trends especially relevant, manifesting in opportunities as well as risks if managed carefully.
Amber’s Christian Roy tells us how one of the largest CEE-focused infra funds plans to invest and the promise of the regional pension market.
The need for Europe’s energy transition is multifaceted and likely to overcome any short-term uncertainty, argues Schroders Greencoat’s Karin Kaiser.
Energy transition-focused Mirova returns to the market with a sixth flagship fund only a year after the fifth fund's close on €1.6bn.
A lack of social licence to build power lines, coupled with materials and labour shortages, stand in the way of a rapid exit from fossil fuels.
After the Russia-Ukraine war, governments and investors are looking to reduce their dependence on China for the minerals and components that are critical for the energy transition. Will they run out of time?