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An explosion in the adoption of generative AI is changing both the scale and nature of data centre demand, says Henk van Duijnhoven, managing director in Partners Group’s infrastructure Americas team.

Surging consumer demand for data in tertiary markets, as well as unequal access to modern technologies, is driving investor appetite, says DIF Capital Partners’ Kanan Joshi.

Building a well-balanced allocation raises a unique set of challenges and opportunities, says Edmond de Rothschild’s Jean-Francis Dusch.

The Nordic region is in a great position to work towards complete decarbonisation, but the focus now must be on scaling up local infrastructure, says Infranode’s investment director and head of sustainability Johan Tiselius.

Key subsectors such as waste-to-energy and heating networks stand out as investors double down on the energy transition, says Vauban’s Guillaume Faroux.

To be successful, investments in the energy transition must balance support for emerging technologies and asset-heavy businesses, according to Nuveen’s Joost Bergsma, Biff Ourso and Don Dimitrievich.

As Russian gas has been shut off and the European economy decarbonises, methane from renewable sources will play a more important role in the energy mix, say abrdn’s Ruairi Revell and William Cunneen.

Investors are finding more opportunity in solar investments, driven by economics, environmental effects and social need, say True Green Capital Management’s Panos Ninios and Will Morgan.

Electrification is pivotal to decarbonisation, but it won’t get us all the way. IFM Investors’ Albena Vassileva says transition fuels also have a critical role to play.

Tackling the carbon footprint of heating and hard-to-abate sectors is paramount if net-zero ambitions are to be fully realised, says Schroders Greencoat’s James Samworth.