Now is not the time to be cutting capital expenditure, four infrastructure stalwarts tell us in our first value creation-focused roundtable discussion.
Selling today means giving up the potential for future income and value growth. But a partial divestment offers access to liquidity and the ability to demonstrate value creation, without the pitfalls of a full exit or raising debt, says RealPort CIO Jon Boles
Targeting the lowest cost of levelised energy is vital to maintaining superior returns in the renewables industry, say Prime Capital’s head of infrastructure Mathias Bimberg and investment director Hendrik Buettner
A shift to remote working and an explosion in low-latency applications means digital infra must move closer to the end user, say Digital Colony’s Marc Ganzi, Ben Jenkins and Kevin Smithen
Rigorous downside scenario analysis, simplified and more robust debt structures and a focus on diversification will dominate as infrastructure recalibrates from covid-19, says Vauban Infrastructure Partners chief executive Gwenola Chambon
Africa50’s Koffi Klousseh, Raza Hasnani and Opuiyo Oforiokuma explain why the time is right to invest in the continent’s vast infrastructure
Joe Biden’s Build Back Better and the EU’s Green Deal pave the way for a revolution in sustainable investing, say Deutsche Bank’s Dominik Thumfart and Jeremy Eisman.
Neither covid nor a tumultuous presidential election have undermined the vast infrastructure opportunity in the US, says Antin senior partner Kevin Genieser
Repositioning lower mid-market investments into more competitive parts of the infrastructure world represents a real opportunity to add value, says Ross Posner, managing partner at Ridgewood Infrastructure
Wilmington Trust’s managing director, project finance Will Marder
looks forward to continued growth in 2021 as the market emerges
from a challenging year with strong foundations