Future of Infrastructure

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 African data centre market offers many opportunities for investors but regional and country-specific differences must be recognised first, says Africa50’s Raza Hasnani.

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.

GPs with solid sustainability credentials have a head start as the energy transition accelerates, say Eurazeo’s Laurent Chatelin, Melissa Cohen and Martin Sichelkow.

With the right expertise and local network connections, opportunities abound for investors in critical infrastructure, says Neda Vakilian of Actis.

The challenges may be significant but so are the opportunities, say Africa Infrastructure Investment Managers’ Ed Stumpf and Moritz Thompson.