Today, renewables represent the largest investment opportunity in private infrastructure. For investors, successfully navigating the current renewable power landscape can mean greater income, diversification and resilience in their portfolios.
In BlackRock Real Assets’ Global Renewable Power Insight 2020 paper, “Winds of change: How to invest in renewables today,” the renewable power team discusses the investment opportunities in renewable power infrastructure market in an era of low yields, equity dividend cuts and greater volatility, through three themes that investors should be paying attention to.
Theme 1: Finding best relative value
Local trends in demand, supply and policy differ by market, and while the global opportunity set offers tangible diversification benefits, it takes local and sector expertise to capture them successfully. Asia Pacific represents the future powerhouse of renewables, while investors in Europe need to be incr