Alexia Giugni’s Post

How can regulatory improvements create investment opportunities in Europe’s energy transition? DWS’ Head of Infrastructure Hamish Mackenzie explains the challenge is to finance Europe’s transformation while finding value and the attractive return profiles that epitomize the asset class. Europe’s transformation can’t occur unless the infrastructure that underpins the economy and wider society is at the heart of that change. Read the full article in the Preqin 2024 Infrastructure Global Report: http://dws.co/60454sodP #EuropeanTransformation #EnergyTransition #DWSInfrastructure Hamish Mackenzie, Alice Miles, Richard Marshall For professional and institutional investors only.

Our Co-CIO, Richard Braakenburg, recently participated in Financial Investigator’s roundtable on energy transition infrastructure together with other industry experts from institutional investors and asset managers. In the discussion, he highlighted the vast investment opportunity of investing in demand-side solutions, the importance of diversifying selective development risks across regions and technologies, and the benefits for institutional investors to take a distributed approach to investing in the theme to avoid concentration risk. The full conversation can be read in Dutch below.  #energytransition #infrastructure #sustainablefinance

The only constant in life is change! Investment cases are always evolving. Market environments shift. Strategies are adapted. Capital allocation realigned. Business plans adjusted. Companies that succeed in capital markets over time know this, and actively cultivate their equity and debt stories to attract the right investors and ensure best possible value creation over time🤜 Ørsted shows how today! “We are very confident we can create value and we can deliver the plan in a robust way... This is not only what our investors need but also what the green transformation needs — a green energy industry in good shape.” #bettercapitalmarkets #rationalsustainability https://lnkd.in/e3WTyHi9

Driving Energy-Efficient and Low-Carbon Investments for Small and Medium-Sized Enterprises through the Finance Sector

Very important considerations on the energy transition by Thomas Cheung at the Private Equity Forum in London - this theme is not going to go away, rather it will keep growing, but it's not as simple as solar and wind farms. We need second and third order thinking on where the opportunities are. Huge investment gaps in grids and other enabling technologies, as well as geopolitical challenges creating supply chain bottlenecks for key components. High time to think through what a transition finance strategy really means. #PE #privateequity #MarketsGroupPE

Asian Energy Impact (AEIT), the former ThomasLloyd Energy Impact trust, has proposed an orderly wind-up, following the conclusion of a seven-month strategic review into its future. Sue Inglis. Markuz Jaffe. Check out Valeria Martinez’'s latest article 👇 https://incm.pub/4cPMIjj #investment #investmentmanagement #wealthmanagement #finance

In our latest report, "Financing Pathways for the Energy Transition: A Regional Approach", we identified three major common #hurdles that are holding back the #energy #transition in #emerging markets across regions: 1️⃣ High #Financing #Costs: Many EMDEs struggle to access #affordable capital for clean energy projects, with elevated financing costs making #investments barely viable. 2️⃣ #Debt #Conundrum: A cycle of #detrimental debt burdens countries, tied to unfavorable conditions, making it harder to finance clean energy projects and further exacerbating the #cost of #capital. 3️⃣ #Regulatory Barriers: #Outdated and inconsistent regulations across regions create significant challenges for project implementation. Streamlining and modernizing these frameworks is essential for progress. 🔗⚡ To check out the full report for actionable #strategies and insights from a #regional perspective: https://lnkd.in/diWG4XWu #EnergyTransition #RenewableEnergy #EmergingMarkets #SustainableFinance #CleanEnergy #CCSIonSustainableFinance

The energy transition momentum in private markets continues with a slew of fund launches and fund closes announced in the last few weeks. We have highlighted a select few.   We are thrilled to be working with General Partner (GP) clients on energy transition fund formation mandates. We are keeping a close eye on policy incentives and other drivers against the backdrop of shifting political and geopolitical dynamics.   #futureproofinginvestmentdecisions #energytransition #infrastructureinvestments #sustainableinvestment #privatemarkets #privateequity #capitalformation #GPstaking #sustainableinvesting

Most importantly for investors, real assets are also an excellent component of an investment portfolio. They bring diversification, stability, and protection against crisis and inflation risks. Find out how you can make your portfolio crisis-proof with real assets from the renewable energy sector and protect our climate at the same time here: https://lnkd.in/e_-ZVwkZ All investments involve risk. #ImpactPlus #ImpactInvesting #realassets #portfolio #diversification #inflation #investing #assetmanagement #climatefinance #RenewableEnergy #infrastructure #sustainableinfrastructure #infrastructureassets #infrastructureinvestment #ClimateSolutions

Embracing change in infrastructure investing, Frank Latshaw, Vice President & Portfolio Manager explores the challenges and opportunities presented by the changing market conditions. From energy security to industry reshaping and digitization, discover our optimistic outlook and competitive returns in the evolving landscape. #Dynamicfunds #investwithadvice