This is the first story in a five-part series, in which we explore themes we believe will shape the year ahead The novel coronavirus caught even the most eagle-eyed of investors unawares in 2020, upending business cases and causing many to reassess the level of risk involved in what had been seen as rock-solid assets. […]
The US may be lagging Europe in terms of renewables penetration, but with greater exposure to and more experience in managing merchant risk, it can provide higher returns, attracting European investors as a result.
Senior reporters and editors from PERE, Infrastructure Investor and Agri Investor dig into the changes most likely to impact their respective asset classes under the new president and Democrat-controlled Congress.
Growth in renewables capacity, hampered by relatively high costs and public and political opposition, will be ‘largely insufficient’ for the country to end its reliance on coal and nuclear power, according to Fitch Solutions.