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IFM Investors: A sunny outlook for Australia’s renewables

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: First-mover advantage

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.

Mirova: Contributing to Europe’s energy transition

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.

Roundtable: Infra’s passage to India

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 roundtable: Inflection point

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.

KGAL: The importance of proactive management

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.

SUSI Partners: Beyond renewables

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

High-quality broadband has become ‘essential’ – Infracapital

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.

‘This is a historic decade for fibre’ – Arcus

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.

Asset management roundtable: Investing for tomorrow

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

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