Content (10)
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White papersThe evolving world of real assets
Real assets have the potential to offer investors a lot in ‘green’ areas such as renewable energy, green mobility, circular economy, battery storage, hydrogen, and carbon capture. Head of Real Assets Karen Azoulay discusses the features and trends of this dynamic asset class.
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PodcastTalking Heads – It’s a match: infrastructure investing and Europe’s new focus
As investors shift away from US investments and eye opportunities for yield and growth elsewhere, it makes sense that Europe comes to mind. This is especially so now that the ‘old continent’ has kicked off a revitalisation drive to target new sources of growth and trim its dependence on the resources of other countries.
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White papersInfrastructure debt – Broad opportunities, but risk must be managed closely
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private markets. Vincent Guillaume and Stephanie Passet, Co-heads of Infrastructure Debt, argue for a disciplined approach to risk tolerance.
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PodcastTalking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.
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White papersUniversal access to clean water and sanitation has wide-ranging benefits
As a resource that is critical to life on Earth, it behoves us as stewards of the planet to look after water. Beyond answers to droughts and floods, and the damage they do to the economy, other areas such as providing clean water and sanitation can have considerable benefits for society at large that extend from reduced healthcare costs to improved productivity.
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White papersFrom seed to supper – Solutions to mitigate food waste
At every stage of its journey from farm or fishery to family dinner, a large slice of the food produced for human consumption is thrown away. The quantity and impact of food loss and waste has increased as populations grow, climate change drives supply chain disruptions and more resource-intensive foods are consumed.
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White papersInvesting in water - A raft of solutions
The opportunities are not only a consequence of climate change effects – severe flooding or drought – but also of decades of under-investment in clean and wastewater infrastructure. Water is pervasive: every economic activity consumes water, and we believe nearly every company needs to improve how it manages that consumption.
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White papersGreen hydrogen - The energy of the future
The development of green hydrogen as an energy source of the future offers numerous investment opportunities linked to the energy transition. While still a young industry, hydrogen was the fastest growing sector globally in 2022 among those contributing to this transition, with investment more than tripling from 2021.
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White papersEuropean infrastructure debt – navigating new challenges
Particularly during the height of the Covid-19 pandemic and ensuing lockdowns, infrastructure debt proved to be resilient as an asset class. Despite lockdowns shutting down businesses and many aspects of society, specific sectors such as renewables, telecommunications and utilities continued to perform through the provision of essential services.
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White papersInfrastructure debt: The future is green
Sustainability and the energy transition have certainly remained at the forefront of government and public agendas, despite the pandemic. This is particularly true in Europe. It is also true that we’re seeing an increasing emphasis on ESG from institutional investors.
