Covid-19 has forced investors to reconsider their risk exposure as infrastructure projects around the world have been significantly disrupted. We investigate how portfolios are being pandemic-proofed to prepare for future lockdowns.
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.
To be successful in the fast-moving world of the energy transition, asset managers must have deep industrial, sector and geographical expertise, says global head of infrastructure and structured finance at Edmond de Rothschild, Jean-Francis Dusch.
Beyond utilities assets, waste-to-energy and recycling projects – as well as clean mobility – are key to the energy transition, says Christoph Bruguier, senior investment director at Vauban Infrastructure Partners.