The investment case for renewables remains compelling, but it is evolving. Driven by accelerating AI-driven power demand; rising power price volatility; and a policy pivot toward energy security, grid flexibility and system resilience; the asset class is experiencing an infrastructure capex super-cycle. In a sponsored report published in the July/August issue of Institutional Investing in Infrastructure, Priyanka Kandula, IRETF fund manager and Gianluca Minella, head of research, both of InfraRed Capital Partners, discuss how the path to value creation is partially shifting, with investors increasingly benefiting from optionality to capture incremental value via active asset management. To learn more, access a pdf of the sponsor interview by clicking
