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Reichmuth Infrastructure’s Stefan Hasenböhler and Roland Kaufmann share their insights on investing in European transport.
With the P3 model primed for significant growth in North America, Fengate’s Mac Bell considers its strengths.
Digital assets face the energy transition challenge, but are also key enablers for that transition across sectors, explains Vauban’s Elie Nammar.
Challenges around rising demand for data centres are being exacerbated by planning and siting issues. But investing in new technologies could mitigate these, says CIM Group’s David Blackford.
Neutral host platforms represent the future for digital infrastructure, say Gonzague Boutry, managing director, digital infrastructure, and Rosario Mazza, head of infrastructure, Italy, and senior managing director at Ardian
Financing for technology-enabled infrastructure is crucial to ensure equitable and sustainable economic development, says Danny Alexander, vice-president for policy and strategy at the Asian Infrastructure Investment Bank.
Bringing together technology, infrastructure and real estate, the smart cities trend is one to watch, says Jean-François Willame, operating partner at PATRIZIA.
The fibre rollout in France and other European countries may be nearing completion, but there are still compelling investment opportunities to be found, say InfraVia Capital Partners’ Coralie Durbec and Olivier Raugel of portfolio company IFT.
Huge growth in the sector and a changing interest rate landscape are creating outsized demand for capital and changing sector dynamics, says Goncalo Bernardo, investment partner at Palistar Capital.
Even accounting for recent blips in some markets, digital infrastructure continues to create substantial investment opportunities, explains 3i’s Oscar Tylegård.