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Moving early to embrace green financing and the energy transition has been a conviction worth taking, says Edmond de Rothschild’s Jean-Francis Dusch.

Impetus from the Inflation Reduction Act and the sheer weight of money targeting sustainable investments is poised to generate significant renewable energy project finance opportunities, says Will Marder, managing director at Wilmington Trust.

The role of infrastructure in institutional portfolios will continue to be a prominent theme for asset allocators in 2023, writes Luba Nikulina, chief strategy officer at IFM Investors.

Infrastructure debt continues to perform strongly despite the macroeconomic volatility that dominates the market, say BNP Paribas Asset Management’s head of real assets Karen Azoulay and investment director Stéphanie Passet.

A host of macro circumstances are shaping how sustainable infrastructure performs in 2023, says Saji Anantakrishnan, head of infrastructure, Australia and Asia, at PATRIZIA.

Energy transition is now a cross-sector investment theme rather than a siloed asset class, says Saket Trivedi, partner at Cube Infrastructure Managers.

Energy systems are just one aspect of infrastructure in need of transformation, says Michael Hoverman, principal at CIM Group.

The ability to decarbonise hard to abate sectors is fundamental to the energy transition and will require an acceleration in renewables deployment, say Prime Capital’s Thomas Zirngibl, Janna Brokmann and Mathias Bimberg.

Appetite for core infrastructure is soaring as investors seek a safe harbour in a storm, says Vauban Infrastructure Partners chief executive and founder Gwenola Chambon.

Barings’ Pieter Welman sees a favourable political backdrop and the urgency of the energy transition trumping the risks of ‘crowding’ as debt opportunities abound.