Guest Writer
IFM Investors’ global head of infrastructure, Kyle Mangini, talks about Australia’s renewables sector, what is making it attractive for investors, and whether there is any future for fossil fuel generation in the Australian market.
Partners Group’s Benjamin Haan, head of private infrastructure Asia-Pacific, and Andrew Kwok, senior vice-president, private infrastructure, Asia explain why half the firm’s renewables portfolio is based in the region.
Mirova head of renewable energy funds Raphael Lance talks about the firm’s core strategy, its commitment to the energy transition, and the sectors it finds exciting.
Michael Ebner, spokesman for the board of KGAL Investment Management, argues that, while buying well is important, managing well holds the key to creating long-term, sustainable value from assets.
Tobias Reichmuth, founder and chief executive of SUSI Partners, argues the energy transition value chain, where the Swiss firm has invested €1bn, is the perfect antidote to the current yield compression
Partners Group's Steffen Meister believes the days of being able to buy private assets cheaper than public ones are over, but PE will continue to outperform public equities.
GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.
JPMorgan Asset Management’s Stephen Leh, Infrastructure Research, posits three scenarios – recession, inflation and weak energy prices – that could put pressure on core portfolios.
Darryl Murphy, head of infrastructure debt at Aviva Investors, highlights six key themes characterising the global infrastructure debt market.
A focus on quality, a streamlined approach and a strong pipeline are cause for optimism. But Pillsbury associate Golda Calonge warns it’s not all plain sailing for investors interested in the Philippines.