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SPONSORED: Schroders Greencoat – U.S. energy transition investing: Putting fundamentals first
- April 1, 2026: Vol. 19, Number 4

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SPONSORED: Schroders Greencoat – U.S. energy transition investing: Putting fundamentals first

by Sheila Hopkins

The need for incremental power supplies, combined with favorable economic driv­ers, make up the primary engine of the U.S. energy transition. That should be good news for investors, according to Schroders. In a sponsored interview published in the April issue of Institutional Investing in Infrastructure, Schroders Greencoat’s head of U.S. investmentsSaad Qais, and Hillary Ripley, head of business development, North America, discuss how rising electricity demand expectations con­tinue to drive capital allocation decisions. The question is no longer whether policy support will remain generous. It is, instead, whether the U.S. power system can add

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