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This episode is sponsored by Infravia Capital Partners and Vauban Infrastructure Partners
Few would deny that investment in the energy transition is an urgent priority across Europe. Without investment in renewable energy, along with a host of associated infrastructure, there is little hope of meeting net-zero targets. Moreover, as the Russian invasion of Ukraine has demonstrated, Europe’s energy security depends on the continent harnessing its own renewable resources.
Yet escalating costs, supply chain disruption and rising interest rates have complicated the investment picture. Fund managers must navigate a complex web of considerations to ensure they select assets that truly possess infrastructure characteristics.
In this podcast, Christoph Bruguier, chief investment officer at Vauban Infrastructure Partners, and Aymar de Tracy, partner in the infrastructure investment team at Infravia Capital Partners, tell Infrastructure Investor’s Ben Payton that the outlook remains strong. Despite complications in the market, they agree that infrastructure funds can access enormous opportunities with a disciplined strategy around energy transition investing.