The investment opportunities supporting the energy transition and sustainability are evolving and provide compelling risk-adjusted returns, say Ares Management’s Keith Derman and Andrew Pike
Renaud de Matharel and Hervé Touati explore how to achieve attractive returns in the next phase of the energy transition
Decarbonisation is about much more than investing in renewable energy sources, says Partners Group’s Matthew Lipton, and carbon management will be essential if the world is to meet the Paris Agreement goals.
Investment opportunities are abundant, if you know where to look, says Spence Clunie, founder and managing partner at Ancala.
The production of hydrogen and other derivatives from green electricity can help decarbonise hard-to-abate sectors, say Prime Capital’s head of infrastructure Mathias Bimberg and executive director of infrastructure Jens Walzner.
District heating networks offer a compelling and ESG-friendly investment opportunity, but you have to understand the nuances of individual markets, says Adeline Morin, partner and investment director at Vauban Infrastructure Partners
The decarbonisation shift is providing key opportunities for lower mid-market investors to optimise energy use and slash carbon emissions, says Michael Albrecht
Energy storage will play a crucial role in the rollout of renewables, says Alex Leung, and can be a particularly attractive proposition for investors.
The Russia-Ukraine war will reconfigure energy markets across the globe, says True Green Capital Management’s Panos Ninios, providing a boost to the distributed solar energy market.
Jean-Francis Dusch of Edmond de Rothschild explains the importance of deep infrastructure understanding and a case-by-case approach to infrastructure debt investing in the energy transition