Sponsored

Despite some uncertainty, the past 12 months have provided investors with plenty of opportunity and reasons for optimism, explains Quinbrook’s David Scaysbrook.

Emerging markets present a broad canvass of opportunities that shouldn’t be overlooked, says Actis head of energy infrastructure Lucy Heintz.

Investing in assets that are unique in their markets insulates investors from macroeconomic headwinds at the point of exit, says Ridgewood Infrastructure’s Ross Posner.

The decarbonisation of transportation and industry represents one of the most compelling investment themes of our times, say Infracapital’s Martin Lennon and Ed Clarke.

Even accounting for some short-term hurdles, the past 12 months have demonstrated that investment in the energy transition remains a core sector of the global project finance market, says Wilmington Trust’s Will Marder.

Digitalisation is transforming healthcare systems and represents a significant opportunity, say InfraVia’s Vincent Grosgeorge and Mater Private’s John Hurley.

The energy transition story is picking up pace, driven by both the decarbonisation agenda and the need to secure energy independence and growth in demand, says NTR’s Rosheen McGuckian.

Artificial intelligence could do materially more than revolutionise the data centre infrastructure ecosystem, says IFM Investors’ Luba Nikulina, creating opportunities to directly optimise infrastructure assets.

Infrastructure investors will continue having to adapt to changing market conditions in 2025, write InfraRed’s head of capital formation, Michael Straka, and head of research, Gianluca Minella.

A more volatile macroeconomic and geopolitical environment creates as many opportunities as it does challenges, say Ardian’s Benoît Gaillochet and Juan Angoitia.