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Windpower
Actis partner and head of operations, energy infrastructure, Barry Lynch, and director, energy infrastructure, Liam Smith, see wind power going from strength to strength, but say the industry must get better at predicting performance.
New working practices are driving opportunities in 5G infrastructure, fibre networks, and edge computing, say Digital Colony’s chief investment officer Ben Jenkins and chief executive Marc Ganzi
Massive investment needs in energy and digital infrastructure mean that opportunities abound in the growth markets for global investors, says Torbjorn Caesar, senior partner at Actis.
Cube Infrastructure Managers is maintaining its strategy of targeting underserved markets. The firm’s managing director, Stéphane Calas, and chairman of portfolio company G.Network, Sean Williams, explain why
The popularity of digital infrastructure is soaring, but there’s no pricing bubble on the horizon, says Vauban Infrastructure Partners chief executive Gwenola Chambon
Senior and high-yielding lending opportunities are growing rapidly, says Jean-Francis Dusch, BRIDGE CIO and global head of infrastructure, real assets and structured finance, and UK CEO at Edmond de Rothschild
Solar panels
Despite huge pent-up appetite for development, governments will struggle to deliver on their energy transition promises unless permitting delays are overcome, four infrastructure professionals say.
Australian dollar
With an economy that’s fast recovering thanks to the government’s effective response to the pandemic, opportunities abound in several sub-sectors.
Morgan Stanley Infrastructure Partners’ Chris Ortega highlights the value to be found in repurposing legacy assets to support new energy technologies.
Solar panels
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.
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