Guest Writer
IDFC Alternatives has been a key player in Indian infra for two decades. Here, MK Sinha, the firm’s managing partner and CEO, speaks about the evolution of the Indian market, recent developments and prospects.
GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.
Renewables are a huge part of the infrastructure story in growth markets, but, contrary to investor perception, these markets are offering a healthy supply of lower-risk, late-stage assets, argues Actis head of infrastructure Glen Matsumoto.
InstarAGF president and chief executive Gregory Smith makes the case for bioenergy, explaining why its profile is ‘compelling’, both from an environmental and an economic perspective.
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.