Staff Writer
The opportunity for stable cash yields, attractive risk-adjusted returns and greater diversification away from corporate credit makes infrastructure debt appealing to investors, say Ares Management’s Patrick Trears and Roopa Murthy.
I Squared Capital’s David Rosenblum believes there is a huge opportunity to deploy infrastructure debt at the intersection of digitalisation and power.
Infrastructure debt failed to sustain the fundraising uptick registered in 2023, instead recording the lowest tally of the past six years
The expanding renewable energy and digital markets are dominating dealflow, but traditional sectors more heavily reliant on sales and purchases are picking up after a quiet few years, say Brookfield’s Ian Simes and Hadley Peer Marshall.
There is a growing need for debt financing to deliver the region’s future power demands, security of supply agendas and decarbonisation goals, say Qualitas Energy’s José MarÃa Arzac and Severin Hiller.
Infrastructure credit has a crucial role to play in building strength and resilience in the EU economy, say LBP AM European Private Markets’ Bérénice Arbona, Jean-Marie Tassel and Tuan Au-Quang.
The only way to truly benefit from infra debt’s defensive attributes is to focus on senior secured positions, says IFM Investors’ Rich Randall
Infrastructure investors will continue having to adapt to changing market conditions in 2025, write InfraRed’s head of capital formation, Michael Straka, and head of research, Gianluca Minella.