Guest Writer

Public transport in Europe is undergoing a profound transformation, driven by long-term demographic, regulatory and environmental trends, say three professionals from Cube Infrastructure Managers.

Macroeconomic conditions have changed dramatically since the first wave of renewable energy investments began in 2009. Bluefield Partners’ co-founder and managing partner identifies the trends resulting from this change that are currently shaping the sector.

Investors in search of mispriced or undervalued assets appreciate that volume creates optionality. In especially dynamic markets, the available range is expanding, argues Fiera Infrastructure’s president.

Access to digital infrastructure can help fuel economic growth as well as greater inclusion, writes FinnFund’s head of digital infrastructure and solutions portfolio, Kuutti Kilpeläinen.

Emerging markets are the next frontier for digital infrastructure investment, says Delphos’s chairman and CEO.

Data centre developers are increasingly talking about the power challenges combined with sustainability commitments. But Arcus’s head of digital asks how is this translating into PPAs for renewables and what are the main challenges?

Data centres are not created equal, a fact investors should keep in mind when considering investment in these assets, warn Leigh Hazelton and Peter Udbye from Hamilton Lane.

President Claudia Sheinbaum’s national energy plan promises greater involvement for private investors, but its success will depend on forthcoming details, writes Alastair O'Dell.

Investment in the energy transition declined across the continent last year. Alastair O’Dell asks whether this is a blip or the start of a new trend.

Conrad Purcell and Kayley Rousell from Haynes Boone believe small modular reactors can meet growing energy demands while reducing carbon emissions.