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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.
Wind farm wind turbine
The maturation of long-term macro themes is creating supportive tailwinds for investment, says InfraRed’s Jack Paris.
Maze
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.
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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.
Arrow direction
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.
Global world connectivity
The challenges may be significant but so are the opportunities, say Africa Infrastructure Investment Managers’ Ed Stumpf and Moritz Thompson.
Ordos, Northern China
A fundamental shift in mindset to recognise nature as infrastructure is required for investments to deliver both financial returns and environmental enrichment, say Erik Berglof and Jang Ping Thia of the Asian Infrastructure Investment Bank.
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In difficult market conditions, investors should focus on innovative value-add projects to support the energy transition, say Mathias Bimberg and Jens Walzner of Prime Capital.
Digital infrastructure
In a fast-paced sector, managers must take care to only invest in assets with true and long-lasting infrastructure characteristics, four infrastructure professionals tell us.
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