In Focus: Ian Harding on managing infra investments across 'once-in-a-generation' crises Ian Harding, co-managing partner at Arcus Infrastructure Partners, discusses key differences and similarities between the global financial crisis and the COVID-19 pandemic, how these crises have impacted the infrastructure market as a whole and how the role of asset management has changed as a result. (11/2020)
In Focus: Michael Albrecht on investing in the infrastructure middle market Michael Albrecht, a managing partner at Ridgewood Infrastructure, discusses key attributes that make the infrastructure middle market attractive, critical challenges facing investors and new themes that are affecting this sector. (11/2020)
The level of interest among institutional and private investors in the infrastructure space What infrastructure categories are showing the greatest need for private participation? Where do the greatest opportunities for returns appear to be? What has been the biggest disappointment in recent years? To answer those questions, we turn to Tommaso Albanese, head of infrastructure at UBS Asset Management. As a bonus, stick around until the end of the podcast for some recommendations on the best Italian restaurants in London and Liverpool. (10/2020)
In Focus: John Ma on the state of the energy mix amid economic disruption John Ma, director at First Sentier Investors (formerly First State Investments), discusses how economic disruptors such as the COVID-19 pandemic and the November election are impacting various U.S. energy markets and what this means for investors. (10/2020)
Infrastructure Report: New Mexico smart-grid project turns to private investors The State of New Mexico is launching a “smart infrastructure” and carbon-neutral energy plan as part of its 2019 Energy Transition Act — and here is one of the best parts of the plan: The state aims to fund the entire $20 billion project with private investment. The project is being pursued through a partnership between two companies, one named The Agile Fractal Grid, the other is named Cityzenith. Our guests are the chief executives from those companies, John Reynolds…
In Focus: Tim Buchner on the growing challenges of data management within the private market sector Tim Buchner, co-founder and chief business officer at Mercatus, discusses how executives are thinking about their data management strategies in the current market environment. (10/2020) This video interview was repurposed as part of a content-sharing relationship with Mercatus.
In Focus: Patrick Trears on infrastructure debt in the current market Patrick Trears, partner and global head of infrastructure debt at AMP Capital, discusses how the different sectors are performing amid the pandemic and how market dislocation is leading to opportunities in the infrastructure asset class. (10/2020)
In Focus: Steve Bickerton on the latest in the midstream energy sector Steve Bickerton, senior managing director at Prostar Capital, discusses why the midstream energy sector has stood up well against the effects of the pandemic. (09/2020) Watch Steve's previous video interview on the midstream energy market here.
In Focus: Anthony Hadley on growth drivers in the e-mobility market Anthony Hadley, investment director at AMP Capital, discusses which markets are yielding the best opportunities for e-mobility investments and what investors can expect from this space over the long-term. (9/2020)
In Focus: Rory O'Connor on how to invest in renewables in the current market Rory O'Connor, global CIO and head of Europe at BlackRock Renewable Power, discusses how investors can build portfolio resilience and capitalize on opportunities in a rapidly evolving market. (08/2020) To read BlackRock's "Winds of Change" white paper, click here.