Staff Writer
The sector is attractive for infrastructure investors in North America, say Ardian’s Leonarda Orani and Stefano Mion.
Demographic and onshoring trends are creating compelling investment propositions in North American infrastructure, say Ridgewood Infrastructure’s Michael Albrecht and Ross Posner.
Our panel reflects on a year of escalating US tariffs and policy reversal.
Policy support may be waning, but fundamental economics are driving appetite for the energy transition regardless, says Quinbrook’s Giulia Siccardo.
Macroeconomic turbulence and deglobalisation trends have increased uncertainty, but opportunities abound if infrastructure investors can hold their nerve, says Astatine Investment Partners’ Jim Metcalfe.
Despite macroeconomic turmoil in some markets, investing in decarbonisation and digitalisation remains a viable and appealing option in Europe, says BNP Paribas Asset Management’s Karen Azoulay.
With heightened macroeconomic and geopolitical volatility, diversifying risk exposure is more important than ever, says Northleaf’s Jamie Storrow.
Momentum is building behind the European rail industry, with strong demand, decarbonisation, network digitalisation and geopolitical issues driving investment and innovation, say InfraVia’s Nicolas Ritter and Nexrail’s CEO Luuk von Meijenfeldt.
Infranode’s Johan Tiselius discusses the mid-market energy transition infrastructure opportunities emerging in Nordic countries.
Investors in infrastructure assets should not expect the same levels of risk and return as are commonly associated with immature technologies. The investment community is starting to realise this, explains Vauban’s Mounir Corm.










