
Infrastructure Investor Staff
Inside: How macro headwinds are blowing renewables off course; Why maximising the IRA’s benefits needs US grid reform; A European roundtable; Plus much more…
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Higher energy prices, technological developments, policy support and – in the case of solar – lower equipment costs are driving record renewable energy capacity installations, says LGIM’s Marija Simpraga.
Infrastructure investing has undergone significant change over the past decade, so what does the future hold? We ask Igneo's Marcus Ayre and Gravis Capital's Phil Kent for their perspectives.
Antin concludes NextGen on target; DigitalBridge raises maiden credit fund; and Ardian lands at Heathrow Airport with PIF. Welcome to The Pipeline, the start-the-week briefing for our valued subscribers only.
Our list of the 20 Rising Stars in the industry under 40.
From traditional renewables to emerging technologies, Richard Nourse of Schroders Greencoat, Ashwin West of BlueOrchard and Jérôme Neyroud of Schroders Capital, explain how the world is progressing against climate targets.
There is a generational opportunity emerging for the infrastructure asset class to facilitate the energy transition and improve the resiliency of essential assets, says QIC’s head of global infrastructure Ross Israel.
Data centre platforms need to be on the front foot to capitalise on the proliferation of AI applications and the resulting demand cycle, says Stonepeak’s Andrew Thomas.
The maturation of long-term macro themes is creating supportive tailwinds for investment, says InfraRed’s Jack Paris.