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New mid-market opportunities are emerging as governments increasingly seek modern, high-quality infrastructure assets, says I Squared Capital’s Gautam Bhandari.
Decarbonisation push and political backing boost the investment case for EV charging, say PATRIZIA’s Anne Grandin and Numbat’s Martin Schall.
The mid-market infrastructure space is facing a shortage of capital, creating an opportunity-rich environment for GPs with dry powder, says Northleaf’s Jared Waldron.
UK pension funds are in a hole when it comes to likely future returns. Arjun’s Surinder Toor argues investing in infrastructure is a vital way out.
Although traditional infrastructure will continue to be key, the growing importance of digital infrastructure and energy transition has shifted investor focus, says James Chern of Seraya Partners.
The digital infrastructure ecosystem may be well established but, as the field of AI demonstrates, many more potential new use cases remain on the horizon, says John Apostolides of Palistar.
Regardless of whether the Green Deal industrial plan restores Europe’s place as a frontrunner in the fight against climate change, it will certainly create investment opportunities, say five infra professionals.
Higher energy prices, technological developments, policy support and – in the case of solar – lower equipment costs are driving record renewable energy capacity installations, says LGIM’s Marija Simpraga.
From traditional renewables to emerging technologies, Richard Nourse of Schroders Greencoat, Ashwin West of BlueOrchard and Jérôme Neyroud of Schroders Capital, explain how the world is progressing against climate targets.
There is a generational opportunity emerging for the infrastructure asset class to facilitate the energy transition and improve the resiliency of essential assets, says QIC’s head of global infrastructure Ross Israel.