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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.
Water treatment sewage
Investing fundamentals in the lower mid-market offer attractive dynamics on entry, through value creation and at exit, says Ridgewood Infrastructure managing partner Ross Posner.
Solar panels
High inflation and a high interest rate environment showcase the benefits of a core infrastructure strategy, says Vauban’s Mounir Corm.
All the ingredients are in place for a stellar 2024 in the renewable energy project finance market, says Wilmington Trust’s Will Marder.
Infrastructure managers are working more closely with management teams than ever before in a market where volatility has become the norm.
Blocks dominoes selection
Investors need advanced capabilities to navigate the demands of the energy and digital transitions, says EQT’s Masoud Homayoun.
The Nordic country offers strong opportunities for investment in district heating and regional energy businesses, says abrdn’s Soti Calochristos.
Infrastructure is evolving globally into a standalone asset class more than two decades since Australia’s superannuation funds paved the way, says IFM Investors’ chief strategy officer, Luba Nikulina.
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