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Diversification is key as global and macroeconomic trends continue to boost returns across the infrastructure debt market, says Viktor Kozel at UBS Asset Management.

The next decade of infrastructure debt promises to deliver new opportunities for investors around digitalisation and the energy transition, says Denham Sustainable Infrastructure’s Jorge Camiña.

Climate change is the defining issue of our time, and we are at a critical moment in the discussion, say BNP Paribas Asset Management’s Stéphanie Passet and Vincent Guillaume.

Unprecedented returns have opened the market to a whole new set of investors, says Infranity’s Gilles Lengaigne.

The energy transition is a factor in everything QIC’s direct lending platform touches, says Evan Nahnsen.

Uncertainty remains the biggest challenge for businesses in infrastructure and energy financing, but opportunity abounds, says Kommunalkredit’s Bernd Fislage.

Despite a volatile economic environment, infrastructure debt allows investors to find opportunity in the gaps, says Nuveen’s Don Dimitrievich.

Times are changing and strategies need to evolve too, says Ares’ Patrick Trears.

Interest rate hikes may have upset global markets, but infrastructure debt has been remarkably resilient, says Barings’ Pieter Welman.

The rise of AI and shift towards net zero are radically altering the data centre landscape, says Quinbrook Infrastructure Partners’ John Lucas.