117. Infrastructure Investing, the consolidation
Redefining Energy29 Tammi 2024

117. Infrastructure Investing, the consolidation

Why has the fund raised by infrastructure fund drastically collapsed in 2023. Is it linked to lackluster returns in a high interest rate environment?
At the same time, we have seen numerous acquisitions of mid size infrastructure specialists by larger global asset managers, case in point the very spectacular purchase of Global Infrastructure Partners by Blackrock (or is it a reverse take over?).
Where is the infrastructure investing going? That’s what on the menu of this week’s Minutes

Join Laurent and Gerard in Berlin – 20/21 March 2024 – Global Infrastructure Summit https://www.peievents.com/en/event/infrastructure-investor-global-summit/

Jaksot(175)

168. "Invest where it hurts!" - Laurent at Pexapark

168. "Invest where it hurts!" - Laurent at Pexapark

While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transi...

3 Helmi 202517min

167. The future growth of LNG - Jan 25

167. The future growth of LNG - Jan 25

As the price of gas and LNG (Liquified Natural Gas) becomes a key factor for the value of the world’s energy, we have decided to bring in a top gas expert to explain where the market is and how is it ...

27 Tammi 202533min

166. Green Equities Performance: Core vs Periphery - Jan 2025

166. Green Equities Performance: Core vs Periphery - Jan 2025

For the first episode of 2025, Gerard and Laurent have the pleasure of welcoming Shanu Mathew. Shanu is a Senior Vice President at Lazard Asset Management and Portfolio Manager/Analyst on US Sustainab...

13 Tammi 202530min

165. Our Predictions for 2025

165. Our Predictions for 2025

Happy new year to all our listeners. It has become a tradition for the first episode of the year: Gerard, Laurent and Michael present their 2025 Predictions in the Energy Transition.Here are the predi...

2 Tammi 202527min

164. 2024 Wrap up: Successes, Surprises and Shocks

164. 2024 Wrap up: Successes, Surprises and Shocks

Merry Christmas. This is our last Episode of the Year where Laurent and Gerard summarise what impressed them, surprised them and shocked them. AI, Hydrogen, Renewables, USA vs Europe vs China, Climate...

23 Joulu 202417min

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

163. Gerard is live at TedXBerlin / Welcome to the Era of Energy Disruption

Gerard delivered a master class at TedXBerlin about the four forces driving the Energy Revolution Solar, Batteries, Electronics and China. It is called “Welcome to the Era of Energy Disruption”  An ex...

16 Joulu 202414min

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

162. Industrial Climate Solutions – Bridging the “Missing Middle” - Dec24

Just Climate is a 1.5bnUSD vehicle established by Generation Investment with the mission to invest in the highest impact solutions that can radically reduce or remove emissions. They occupy the “missi...

9 Joulu 202430min

161. Northvolt - Epitaph

161. Northvolt - Epitaph

Northvolt, once the poster child of the European battery industry, shocked the world last month by filling for Chapter 11 in the United States. The Swedish battery start-up burned through billions of ...

2 Joulu 202417min

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