The infrastructure energy investment universe is broadening. Rather than viewing energy-transition infrastructure simply as a thematic allocation, investors are increasingly considering the role it can play in portfolio construction and whether a specialist allocation can itself provide meaningful diversification.
In a sponsored interview published in the November issue of Institutional Investing in Infrastructure, Sean Maguire, partner at Schroders Greencoat and lead on the firm’s global value-add energy-transition infrastructure strategy, discusses what this means for investors.
“The broader the market becomes, the less useful it is to make decisions based purely on labels su
