Interest of investors for infrastructure strengthened by Covid
2020 has been a trend accelerator for the infrastructure sector. To face the sector attractiveness and a growing competition on a limited amount of assets, key players had to change their practice to achieve their value creation targets
ESG loan market eager to bridge the transition to sustainability
The growth in popularity of sustainability-linked structures as a versatile tool in the loan market’s arsenal, especially as a way to help companies as they embark on the transition to a low or zero carbon future — and even to hold them to account over KPI targets and commitments
Since the beginning of the lock-down, a large part of the economy has been put on hold. Renowned for its high resilience, the infrastructure sector as a whole faced the crisis. The Energy, Telecom or social infrastructure behaved well
Good risk management should be designed to deal with any crisis
The coronavirus highlighted the challenges posed by unpredictable risks. The asset managers need to tackle climate change and digital disruption, and have to structure their team to deal with an ever more complex worlds
Despite political upheaval and meagre growth, managers are finding plenty of opportunities in Europe’s energy transition and digitisation. And, crucially, they are finding them without a government-fuelled pipeline.