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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.

The appetite for infrastructure debt continues to grow, with a well-developed pipeline of investments, says Infranity’s Philippe Benaroya.

Interest rates and inflation appear to have turned a corner, but the geopolitical situation remains a concern, says abrdn’s Dominic Helmsley.

The current macroeconomic backdrop is the perfect opportunity to scale investment in decarbonisation and social infrastructure, says Bernd Fislage, CEO of Kommunalkredit.

The ability to drive intrinsic value is critical regardless of the macroeconomic environment, says Ridgewood Infrastructure’s managing partner Ross Posner.

Ares Management’s Patrick Trears says long-term cashflow predictability and ESG integration are priorities in financing digital and energy transition projects.

Good ESG means taking a holistic view on all aspects of ESG across the portfolio, says Fiona Reynolds, member of Quinbrook Infrastructure Partners’ advisory board, and Anne Foster, global head of ESG.

Essential infrastructure is ideally placed to weather the storms ahead, say co-heads of Europe and senior managing directors in Ardian’s infrastructure team, Juan Angoitia and Benoit Gaillochet.

Maintaining control of the entire value chain, from generation to offtake solution for e-fuels, is critical for any energy transition strategy, according to Prime Capital’s Barbara Giel, Mathias Bimberg and Jens Walzner.