Macquarie’s quest to become an energy transition champion
The Australian manager was an early mover in the energy transition and feels well placed to profit as the market matures and becomes more complex.
As GP consolidation wave grows, LPs brace for impact
Founders are cashing in as the infra market undergoes another round of manager consolidation. But the LP community remains sceptical
Peiner: ‘Partners Group is not about revolution, but evolution’
Newly minted head of infra Esther Peiner walks us through the Swiss firm’s approach to portfolio construction, diversity and why infra is not just about the numbers.
Power struggles emerge as AI fuels data centre growth
The digital need for power threatens to outpace the supply of new clean energy and strain the entire system. Can anything be done about it?
Strong macro headwinds force renewables reckoning
As ‘free money’ dries up, higher interest rates are reshaping critical dynamics of the renewable energy market, Zak Bentley and Daniel Kemp find.