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Investors in infrastructure assets should not expect the same levels of risk and return as are commonly associated with immature technologies. The investment community is starting to realise this, explains Vauban’s Mounir Corm.

With India pursuing an aggressive energy transition target, Actis’ Abhishek Bansal explains what opportunities this is presenting investors.

Nature-based solutions create the high-quality carbon credits that are in high demand by US tech giants while providing biodiversity and social benefits in emerging economies, say Ardian’s Damien Braud and Raphaëlle Eytan.

Markets are reacting to the threat of tariffs – but where there are challenges, there are also opportunities, maintains Chris Ortega at Morgan Stanley Infrastructure Partners.

Forging long-term partnerships with municipalities can reap long-term dividends, believe Aberdeen’s Soti Calochristos and Alister Bankhead.

Infracapital’s Herman Deetman appreciates the value to be found in the more complicated areas of the energy transition.

Investors in transport must offer solutions that reduce emissions without needing subsidies, says UBS’s Vijay Pattabhiraman.

Infrastructure is not immune to Trump’s policy decisions, but the tailwinds driving demand are stronger than any economic or political cycle, says Barings’ Orhan Sarayli.

Geopolitical uncertainty is unlikely to derail Europe’s energy transition or undermine the appeal of infrastructure debt, says Edmond de Rothschild’s Jean-Francis Dusch.

As equity-like risks start pushing into the infrastructure debt market, remaining disciplined around risk tolerance is paramount, say BNP Paribas Asset Management’s co-heads of Infrastructure Debt, Vincent Guillaume and Stephanie Passet.