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Mirova head of renewable energy funds Raphael Lance talks about the firm’s core strategy, its commitment to the energy transition, and the sectors it finds exciting.
The country has become one of the favoured destinations for investors looking for growth and opportunity. Six industry insiders tell us what makes it tick and where it needs to improve.
Renewables have crossed the Rubicon when it comes to cost of generation and, increasingly, exposure to power prices. Bruno Alves and five of the sector’s key managers discuss how the asset class’s risk profile is changing, why it’s still very much dependent on government support and how storage is still more of a promise than an investment reality.
Michael Ebner, spokesman for the board of KGAL Investment Management, argues that, while buying well is important, managing well holds the key to creating long-term, sustainable value from assets.
Tobias Reichmuth, founder and chief executive of SUSI Partners, argues the energy transition value chain, where the Swiss firm has invested €1bn, is the perfect antidote to the current yield compression
Infracapital co-founder Ed Clarke and director James Harraway argue fibre networks are the new utilities and explain why the explosive demand driving growth in the broadband sector is unlikely to die down any time soon.
Jack Colbourne and Christopher Ehrke, who jointly lead the TMT sector team at European mid-market manager Arcus, walk us through the evolution of the European telecoms market, the emergence of new asset classes and why fibre is the most future-proof technology.
While the world as we know it shifts through technological and political changes, five asset managers tell Zak Bentley how they combat the risks in front of them
CBRE Clarion Securities’ Jeremy Anagnos explains why he believes listed infrastructure is positioned to perform as inflation begins to rise.
With infrastructure debt now experiencing a flood of liquidity, five industry experts tell Zak Bentley what sets funds apart, the relationship between institutional investors and banks and how to manage risk in a concentrated market.

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