How a growing amount of dry powder, the IRA and the Infrastructure Investment and Jobs Act, and competition are shaping the infrastructure investment market are some of the topics discuss in a Q&A with John Ma and Michael Ryder, partners and co-heads of North America for Igneo Infrastructure Partners, published in the May issue of Institutional Investment in Infrastructure.
“Significant tailwinds continue to drive development and activity in renewables and energy transition. Obviously, there’s a large amount of policy support for energy transition, starting at the federal level. And at the state and local levels, there is tremendous underlying demand for reliable green power,” says Ma.
“The markets have been through a 24-month period where inflation has spiked, interest rates have run up, and now we are seeing what looks to be a soft landing for the U.S. economy. Through all this, infrastructure as an asset class has remained resilient. As a resu