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Despite uncertainty around the future of the IRA, North America is continuing to deliver attractive infrastructure investment opportunities across the energy, digital and transport sectors, our roundtable participants tell Infrastructure Investor.

Strong macro themes and surging consumer demand for all things digital are fuelling a sharp rise in infrastructure investment, says Palistar Capital’s Omar Jaffrey.

Embracing a spectrum of low-carbon fuels could be key to achieving long-term decarbonisation goals, say Partners Group’s Andre Burba and Matthew Lipton.

Opportunities abound to help decarbonise energy-intensive industries such as data centres and US electricity generation for managers with the right skillsets, says Quinbrook’s John Lucas.

Decarbonisation efforts are creating infrastructure opportunities across a range of sectors, say CVC DIF’s Vincent Liu and Ryan Gow.

Credit provides greater flexibility and a more investor-friendly structure than you typically see with equity, says CIM Group’s Kyle Hatzes.

The presidential election is unlikely to disrupt the momentum behind US infrastructure investing, given the bipartisan support that the industry enjoys, says 3i managing partner and head of North American infrastructure, Rob Collins.

A patient approach that recognises the potential for platform growth has become increasingly crucial to building sustainable and resilient infrastructure, says Fiera Infrastructure’s president, Alina Osorio

Investors need to be well-positioned to invest in small or medium-sized enterprises and platforms in the European energy transition, and to realise the full potential of these opportunities, says RGREEN INVEST’s Stéphanie Bégué

Infrastructure is entering a period of value investing, where governance, growth levers and operational enhancements are key, say Instar Asset Management’s Sarah Borg-Olivier, Minnie Chan and Cathy Xue.