With a net-zero target for 2060 and as one of the world’s worst polluters, China will have to facilitate significant investment in its infrastructure. We investigate whether this is a theme international investors can buy into.
Covid-19 has forced investors to reconsider their risk exposure as infrastructure projects around the world have been significantly disrupted. Jon Yorker investigates how portfolios are being pandemic-proofed to prepare for future lockdowns.
There is much more to the energy transition than renewables, with new developments emerging all the time. Ardian’s Amir Sharifi, Stefano Mion and Mark Voccola look at some of the most attractive, long-term opportunities in this fast-moving space.