Rapidan Energy Group's Bob McNally on oil price volatility: where we’ve been and where we’re going Bob McNally, energy consultant, author and president at Rapidan Energy Group, takes a deep dive into historic oil price volatility, discusses how the war in Ukraine and high oil prices are changing policy, and shares his outlook for the oil industry throughout the next decade. (07/2022)
abrdn's Josh Duitz on infrastructure opportunities in the current macroeconomic environment Josh Duitz, deputy global head of equities at abrdn, discusses why infrastructure is historically a strong inflation hedge, how COVID and the war in Ukraine has accelerated long-term tailwinds, and how investors can take advantage of these opportunities through public and private markets. (07/2022)
IREI's Chase McWhorter on the Q1/2022 infrastructure fundraising report Chase McWhorter, managing director of Institutional Investing in Infrastructure (i3) and Institutional Real Estate Americas, discusses some of key highlights of the recent Q1/2022 infrastructure fundraising report, as well as other ways to become involved with i3. (05/2022) To read the fundraising report, click here.
National Real Estate Advisors' TJ Hofheimer on trends in the data center space TJ Hofheimer, managing director at National Real Estate Advisors, discusses how ESG is filling the needs of hyperscale tenants, what's driving institutional investment in the data center sector and more. (05/2022) TJ attended the VIP Americas 2022 event in Carlsbad, Calif. in January.
DigitalBridge's Kevin Smithen on new opportunities in digital infrastructure Kevin Smithen, chief commercial officer and strategy officer at DigitalBridge, discusses what’s driving the ‘rearchitecting’ of digital infrastructure networks around the world, where we are in the 5G investment cycle and why edge infrastructure is capturing the interest of investors. (05/2022)
EDHECinfra's Abhishek Gupta on the Investment Strategies 2022 report Abhishek Gupta, head of product development at EDHECinfra, discusses the key findings of a report launched in collaboration with Boston Consulting Group that explores the state of infrastructure investment globally. (04/2022) To read the full report, click here.
Inside the Edition: National EV charging stations and the concept of 'circular infrastructure' Drew Campbell, senior editor of Institutional Investing in Infrastructure, highlights some of the contents from the April 2022 edition of i3, including the National Electric Vehicle Infrastructure Formula Program, and 'circular infrastructure' as the long-term key to decarbonization. (04/2022)
Slate Asset Management's Christian Schmid on the Cities + Communities Impact Infrastructure Strategy Christian Schmid, managing director and global head of infrastructure at Slate Asset Management, discusses what type of investments the Cities + Communities Impact Infrastructure Strategy is targeting, what larger trends or needs this strategy addresses and how investing in infrastructure can help advance the global energy transition. (04/2022)
KGAL’s Carsten Haubner on energy spot markets, PPA pricing and renewables projects Carsten Haubner, CFA, portfolio manager sustainable infrastructure at KGAL, discusses how renewables investors should view increasing energy prices, ways to deal with increasing energy price volatility and what kinds of "new" players will shape the renewables market in the years to come. (03/2022)
Thirty Capital's Rob Finlay on Metaverse implications Rob Finlay, founder and CEO at Thirty Capital, discusses what the Metaverse is, what the potential implications for physical real estate of “Metaverse” virtual reality could be, what tech trends or innovations in the Metaverse should real estate owners/operators know about and more. (03/2022)
NIC’s Beth Mace on senior housing fundamentals Beth Mace, chief economist and director of research and analytics at the National Investment Center for the Seniors Housing & Care Industries (NIC), provides an update on the U.S. seniors housing market, moving deeper into 2022. (02/2022)
Quinbrook Infrastructure Partners’ David Scaysbrook on the role of AI in modern power markets (Part 2) David Scaysbrook, managing partner at Quinbrook Infrastructure Partners, discusses the need for AI in modern power markets and how Quinbrook is using AI to optimize its grid scale battery storage projects. (02/2022) To watch part 1 in the series, click here.
Africa investor (Ai) Group's Hubert Danso on green infrastructure objectives for COP 27, Part 2 Hubert Danso, CEO and chairman of Africa investor (Ai) Group, discusses the institutional investment community’s plans and expectations for COP 27, to take place in Egypt in November. (02/2022) To view Part 1, click here. To read about the African Green Infrastructure Investment Bank's advisory board of African and global institutional investment leaders, click here.
Inside the Edition: Infrastructure investing in a world riven by climate change and the pandemic Drew Campbell, senior editor of Institutional Investing in Infrastructure, offers an overview of the forthcoming February 2022 issue of i3, including infrastructure investing in a post-pandemic environment, sustainable infrastructure, and capital deployment for projects. (01/2022)
Quinbrook Infrastructure partners' David Scaysbrook on the outlook for power and battery storage markets (Part 1) David Scaysbrook, managing partner at Quinbrook Infrastructure partners, discusses why the power markets are becoming increasingly volatile and decentralized, how the market for storage asset optimization is expected to develop and which companies are leading the charge. (01/2022) Look for Part 2 of David's interview in the coming weeks.
