A year on from the Inflation Reduction Act, the US is rapidly positioning itself to overtake Europe as the global energy transition frontrunner, according to our roundtable participants.
Focused investment strategies have been used across traditional and alternative asset classes and should also be applied to solar infrastructure, believes Shane Swords.
Flexible dealmaking in a downturn and deep sector knowledge mean private lenders are capturing market share, a group of infrastructure debt professionals tell us.
Ground leasing is expanding from telecoms towers into renewables and represents an underserved but compelling segment of the infrastructure industry, says Ardian’s Michael Obhof.
US digital infrastructure stands head and shoulders above the competition, says Palistar Capital’s Omar Jaffrey.
Why Igneo’s John Ma and Michael Ryder believe a hands-on approach to guiding infrastructure portfolio companies is needed.
Consumer and enterprise demand for data and generative AI points to a bullish future for US data centre operators, say Partners Group’s Fentress Boyse and Morgan Jones.
Ridgewood’s Ross Posner and Michael Albrecht see opportunity in America’s fragmented water systems.
Cost competitiveness, government support and societal need are driving long-term investment opportunities in green energy, says Schroders Greencoat’s Coen Weddepohl.
Glennmont Partners’ Joost Bergsma and Actis’ Shami Nissan tell us why their respective firms will continue to focus on sustainability, rain or shine.