From tackling volatile energy prices to capitalising on M&A opportunities amid market dislocation, the skills of asset managers are more important than ever, five infrastructure professionals tell us.
Infrastructure investing is changing, says Eurazeo’s Laurent Chatelin, as sustainability and impact are becoming integral to generating financial returns.
Impact has to be at the core of targeting environmental and social outcomes, says AIIM’s Dean Alborough.
Creating and measuring economic inclusion are of utmost importance, believes Thierry Déau.
Digitalisation and decarbonisation trump a brutal macroeconomic climate when it comes to infrastructure managers’ value creation plans, our panel says.
Glennmont Partners’ Scott Lawrence and Claudio Vescovo say 2023 will be a compelling year to invest in green energy credit.
Value-accretive growth and de-risking are critical to positioning assets at exit and delivering returns in a challenging market, says Antin Infrastructure Partners’ Mélanie Biessy.
Moving early to embrace green financing and the energy transition has been a conviction worth taking, says Edmond de Rothschild’s Jean-Francis Dusch.
Impetus from the Inflation Reduction Act and the sheer weight of money targeting sustainable investments is poised to generate significant renewable energy project finance opportunities, says Will Marder, managing director at Wilmington Trust.
The role of infrastructure in institutional portfolios will continue to be a prominent theme for asset allocators in 2023, writes Luba Nikulina, chief strategy officer at IFM Investors.