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Generate Capital's Jigar Shah and American Infrastructure Holdings' Jay Tannon argue that the crisis presents an opportunity to kick-start infra development.
Matina Papathanasiou
Matina Papathanasiou, deputy head of global infrastructure at QIC, on what the coronavirus means for infrastructure investment
Laurence Monnier
Laurence Monnier, head of quantitative research – real assets at Aviva Investors, says infrastructure is now in the eye of the covid-19 storm.
Esther Peiner
Esther Peiner, managing director, private infrastructure europe at Partners Group, says investors should seek more than just downside protection the sector.
Gordon Bajnai
Gordon Bajnai, head of global infrastructure at Campbell Lutyens, on what the coronavirus means for infrastructure investment.
Anne Valentine Andrews
Anne Valentine Andrews, deputy head of real assets at BlackRock, says infrastructure is well positioned to withstand the covid-19 crisis.
Thierry Déau
Thierry Déau, founder and chief executive at Meridiam, says the crisis requires the sector to clearly express its values through the choices it makes.
Mathias Burghardt
Mathias Burghardt, head of infrastructure at Ardian, predicts a slow recovery and not returning to pre-covid traffic levels before the end of 2022.
If today’s crisis were a repeat of the GFC, lenders could use those references to guide their approach, but covid-19 has brought the world into uncharted territory.
European Union Flags
Plans have emerged for a €10bn-a-year EIB green infrastructure fund, but it should not crowd out sectors where private capital has made significant strides.
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