In Focus: Marion Calcine on investing in the energy transition Marion Calcine, CIO of Ardian Infrastructure, discusses the current environment in the renewable-energy industry, and the benefits of having the right digital management tools to manage risk efficiently. (07/2021)
In Focus: Luis Palazzi on how P3s can help rebuild America's infrastructure Luis Palazzi, vice president of business development at Transurban, North America, discusses some of the benefits of the P3 approach, ways to appropriately allocate risks and other strategies the U.S. government can use to spur infrastructure investment. (07/2021)
In Focus: Tobias Huzarski on impact investing via infrastructure assets Tobias Huzarski, head of impact investment at Commerz Real, discusses what's new in impact investing in renewable energies, how the E.U.'s Green Deal and taxonomy are driving the impact sector and the market share potential for impact strategies, going forward. (07/2021)
Why federal spending plans will not fix U.S. infrastructure There is something fundamentally flawed about the federal government’s involvement in infrastructure, and it distorts opportunities for efficient choices to be made by state and local governments. So says this program’s guest, Chris Edwards, the director of tax policy studies at the Cato Institute. He points to an array of problems with federal involvement in U.S. infrastructure, very little of which its actually owns. (07/2021)
Solving inefficiencies in the fragmented transportation and logistics business Transportation is a massive industry, but it’s riddled with inefficiencies that result in billions of dollars in lost revenue and productivity. Like many other industries, however, entrepreneurs and applied technologies are seeking to eradicate the gaps and disconnects and create a seamless logistical web of players and services. Two of the entrepreneurs on the case are Mustafa Azizi and Matt Tabatabai, co-founders of Zuum Transportation. Here is their story and the scope of the problem. (06/2021)
The great debate: Fossil fuels vs. renewables Adam Rozencwajg, managing partner at Goehring & Rozencwajg Associates, warns we are making a terrible mistake in energy policies that promote a transition to renewables, and imminent harm is awaiting investors and policymakers who fail to acknowledge certain realities. David Sher, co-CEO of Greenbacker Capital, counters that fossil-fuel proponents use selective mathematics to diminish the value of renewables, but these oil and natural gas champions rarely consider the whole picture. Let the debate begin. (06/2021)
In Focus: Carolyn Arida on renewables and decarbonization trends Carolyn Arida, director and head of utilities at Harrison Street, discusses current renewable and decarbonization trends in the market, risks that should be considered when evaluating renewables investments and new opportunities in the clean asset space. (06/2021)
In Focus: Saket Trivedi on growing high-quality infra companies through the energy transition Saket Trivedi, managing director at Cube Infrastructure Managers, discusses the performance of the renewables sector, despite competition and short-term PPA challenges, the implications of Europe's new Green Deal for Europe’s energy-transition market and how the lingering negative effects of COVID-19 will impact the wider infrastructure asset class. (06/2021)
The surging interest and demand for infrastructure debt Investing interest prompted DWS to issue a new report about infrastructure debt that covers subjects including default and recovery rates, expected returns, the impact of COVID-19, the impact of ESG, and megatrends that are exerting influence on the sector. We welcome the report’s author to the program, Gianluca Minella, head of research for infrastructure debt at DWS. (06/2021)
In Focus: Michael Ebner on renewables in Eastern Europe: from niche to portfolio mainstay Michael Ebner, managing director and head of infrastructure at KGAL Investment Management, discusses how Western European investors view Eastern European energy markets, which markets and asset classes are of particular interest — and which less so — and how Eastern Europe can contribute to a balanced renewables portfolio in 2021. (06/2021)