While open to nuance, investors are signalling what they want out of energy transition investing.
With one of the world’s largest pools of institutional capital, Japan is perennially on managers’ radars. But now it is re-emerging as an attractive place to invest.
Initial overselling shouldn’t shadow what will be a solid delivery down the line for offshore wind, energy islands and green hydrogen.
An increased 7% infra allocation and a new mandate will make APG’s commitment to the energy transition even clearer, says asset class chief Jan-Willem Ruisbroek.
Global head of real assets Nik Kemp outlines how the superfund is looking to grow its infra business and address its underallocation to European assets.
BlackRock’s $12.5bn acquisition of GIP takes consolidation to new heights, underlining infra’s skyrocketing popularity.
Actis chairman Torbjorn Caesar and head of investor solutions Neda Vakilian walk us through the rationale for the deal.
As skills honed in the oil and gas industry are used to access the baseload source of power beneath our feet, this may be the decade when geothermal energy takes off at scale.
Growing geopolitical tensions over the past year have fuelled reshoring – and in the process – are re-shaping infra investment strategies.
With infra outperforming practically every other private asset class, and a difficult macro environment persisting, the M&A activity seen in the last two years is probably just the beginning.