IFM Investors’ global head of infrastructure, Kyle Mangini, talks about Australia’s renewables sector, what is making it attractive for investors, and whether there is any future for fossil fuel generation in the Australian market.
Partners Group’s Benjamin Haan, head of private infrastructure Asia-Pacific, and Andrew Kwok, senior vice-president, private infrastructure, Asia explain why half the firm’s renewables portfolio is based in the region.
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.
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.