Content (56)
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White papersThe evolution of infrastructure debt
Infrastructure debt has evolved beyond traditional senior lending, creating a broader opportunity set for both borrowers seeking flexible capital solutions and investors seeking resilient portfolio income.
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White papersExplainer: Energy security and infrastructure investing – understanding the opportunity
The global energy transition is often framed as a climate story. Increasingly, however, it is becoming a story about energy security, economic resilience and national competitiveness – and significant long-term investment opportunities.
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White papersThe evolution of the energy transition
As power grids strain under the rapid expansion of wind and solar, and geopolitical events bring renewed focus on energy security, investors are turning to a wider range of technologies to drive the next critical phase of the global energy transition.
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White papersNew horizons in private credit: why infrastructure debt stands out today
In a market shaped by geopolitical volatility and renewed inflationary pressures, investors are reassessing how they build resilient income allocations. Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
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White papersA new era of energy risk is reshaping the global economy – and driving the energy transition
Energy security fears used to be concentrated in heavy industry, manufacturing and transport. Today, energy risk is becoming embedded in the broader economy – and this is a structural tailwind for energy transition infrastructure.
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White papersThree key areas of opportunity in energy transition infrastructure
Why we believe mid-market platforms, rapidly emerging technologies such as battery storage and green hydrogen, and key renewable power demand drivers will continue to drive growth in energy transition infrastructure portfolios.
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White papersMegatrends are driving infrastructure debt into the mainstream
In a new interview, Emaad Sami explains why, as volatility reshapes global markets, infrastructure debt is emerging as the understated source of stability, income and structural growth.
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White papersGridlocked: why grid investment is critical to enabling Europe’s energy transition
Europe’s rapid energy transition is colliding with the limits of its existing power networks. Targeted investment into grid interconnectors, transmission upgrades and battery storage are key to filling this critical infrastructure gap.
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White papersThe investment case for impact in infrastructure debt
Infrastructure debt is uniquely well positioned to deliver sustainability and impact objectives – and to align strong sustainability outcomes with the potential for resilient, long-term returns.
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White papersUnlocking the ‘missing middle’: Investing for growth and powering the energy transition
We share real-life examples of mid-market platforms in which we have invested – and that represent a key opportunity to capture the resilience and high-return potential of energy transition infrastructure.
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White papersSchroders Greencoat Infrastructure Lens Q3 2025
Investor focus has switched to Core+ and Value Add strategies and fundraising is picking up after a prolonged slowdown. Deal activity remains subdued despite strong demand related to key themes, such as renewable energy and data centres, while performance across the asset class remains strong.
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White papersTransportation: a sector on the move
The resilience and ongoing evolution of this economically core sector mean it continues to offer key portfolio benefits for infrastructure debt investors.
