Although macroeconomic and geopolitical turbulence have hit fundraising globally, infrastructure has been performing well and managers remain bullish on the future of the asset class.
Growing demand for Green Energy infrastructure in particular, along with the ability of the asset class to demonstrate its resilience during turbulent times, adds up to a positive forecast.
“Managers need to look beyond the obvious assets to maximise performance” says Richard. “There is an incredibly large opportunity in enabling the transition for the hardest-to-decarbonise industries,” he adds. “E-fuels, hydrogen and similar solutions have the potential to revolutionise transportation and will have a bigger impact and higher margins than, for example, producing renewable energy in a market that is saturated with renewable energy.”
