As changes and disruptions become the ‘new normal’, infrastructure investors have a responsibility to build adaptable, long-lasting solutions, writes Gregory Smith, president & CEO of Instar Asset Management
Amid fears of recession, BNP Paribas Asset Management’s Vincent Guillaume and Timothy Li assess the outlook for an asset class that has proven its resilience over the past few years
As competition increases, infra debt has the potential to shake off its ‘niche’ label, say Alter Domus’s global head of real assets Anita Lyse and director of debt capital markets Laurent Fudvoye
Infrastructure investors should consider the mega-trends of decarbonisation, decentralisation and deglobalisation in their long-term strategies, says Ross Israel, head of global infrastructure at QIC
Infrastructure still offers notable opportunities, despite prolonged recessionary risk and macroeconomic uncertainty, says Schroders Capital’s global head of infrastructure, Chantale Pelletier
Digital technology is transforming the way energy systems operate, providing solutions to some complex problems, say Ardian Infrastructure’s Marion Calcine and Simone Tonon
A flood of new money into digital infrastructure has seen valuations spike and returns compress. But there are still opportunities to generate alpha for those with deep domain expertise and creativity.
Infrastructure investors have an essential role to play in supporting portfolio companies to meet sustainability challenges and secure a licence to grow, says QIC Infrastructure’s principal, sustainability, Andrew Sellick.
Investor scrutiny of ESG is intensifying, driven by regulation, stakeholder demands and an awareness that environmental and social issues impact value, say Igneo Infrastructure Partners’ Sarah Cole, Sophie Durham and Maria Castro.
Sustainability benchmarks often fail to take water and energy efficiency measures into account, but resource preservation can be hugely impactful, argues Ridgewood Infrastructure principal Sam Lissner.