In this podcast, Matthieu Muzumdar of Meridiam and Neil Krawitz of Arcus Infrastructure Partners assess the state of play for sustainable investing, and discuss the opportunities and challenges for institutional capital.
Regardless of whether the Green Deal industrial plan restores Europe’s place as a frontrunner in the fight against climate change, it will certainly create investment opportunities, say five infra professionals.
Higher energy prices, technological developments, policy support and – in the case of solar – lower equipment costs are driving record renewable energy capacity installations, says LGIM’s Marija Simpraga.
Four of the industry’s rising stars to discuss the evolution of infrastructure investing.
From traditional renewables to emerging technologies, Richard Nourse of Schroders Greencoat, Ashwin West of BlueOrchard and Jérôme Neyroud of Schroders Capital, explain how the world is progressing against climate targets.
There is a generational opportunity emerging for the infrastructure asset class to facilitate the energy transition and improve the resiliency of essential assets, says QIC’s head of global infrastructure Ross Israel.
Data centre platforms need to be on the front foot to capitalise on the proliferation of AI applications and the resulting demand cycle, says Stonepeak’s Andrew Thomas.
The maturation of long-term macro themes is creating supportive tailwinds for investment, says InfraRed’s Jack Paris.
The infrastructure debt market remains strong while the demand for clean energy gathers pace, according to BNP Paribas Asset Management’s Vincent Guillaume and Stéphanie Passet.
The African data centre market offers many opportunities for investors but regional and country-specific differences must be recognised first, says Africa50’s Raza Hasnani.