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Keeping it Real Assets - The Outlook for Infrastructure
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The Outlook for Infrastructure

11/15/23 • 29 min

Keeping it Real Assets

High inflation. High interest rates. Economic uncertainty. An energy crisis. Political instability. Supply chain disruption. How do you invest in European Infrastructure with this macro-backdrop? Join Hamish Lea-Wilson, Partner at Igneo discussing the infrastructure deal market with Ali Kazmi, Partner, Global Co-Head of Infrastructure Rothschild & Co in the latest episode of Keeping it Real Assets.

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High inflation. High interest rates. Economic uncertainty. An energy crisis. Political instability. Supply chain disruption. How do you invest in European Infrastructure with this macro-backdrop? Join Hamish Lea-Wilson, Partner at Igneo discussing the infrastructure deal market with Ali Kazmi, Partner, Global Co-Head of Infrastructure Rothschild & Co in the latest episode of Keeping it Real Assets.

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undefined - The Energy and Infrastructure Debt Market

The Energy and Infrastructure Debt Market

While Igneo Infrastructure Partners is an equity investor, the role of debt in any business is key, especially in infrastructure when we assume ownership for the long-term.
What happens to equity returns when the cost of debt of rises? Join Alessandro Valenti, Head of Financing at Igneo as he discusses recent changes in the debt markets and the impact on equity investing in infrastructure with Bart White, European Head of Energy Structured Finance at Santander Corporate in the latest episode of Keeping it Real Assets.

Next Episode

undefined - Estonia-The transition of a country’s power mix

Estonia-The transition of a country’s power mix

Utilitas is Estonia’s leading renewables and district heating operator. The path to net zero no later than 2030 is driving all that the company does and in its objectives a country and a company are a rare thing-closely aligned. To hear more about this fascinating and transformative company listen to the latest episode of Keeping it Real Assets as Alastair Neill of Igneo discusses the challenges and the progress made with Priit Koit, CEO of Utilitas Group.

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Important information

This material is for general information purposes only. It does not constitute investment or financial advice and does not take into account any specific investment objectives, financial situation or needs. This is not an offer to provide asset management services, is not a recommendation or an offer or solicitation to buy, hold or sell any security or to execute any agreement for portfolio management or investment advisory services and this material has not been prepared in connection with any such offer. Before making any investment decision you should consider, with the assistance of a financial advisor, your individual investment needs, objectives and financial situation.

We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change.

To the extent this material contains any expression of opinion or forward-looking statements, such opinions and statements are based on assumptions, matters and sources believed to be true and reliable at the time of publication only. This material reflects the views of the individual writers only. Those views may change, may not prove to be valid and may not reflect the views of everyone at Igneo Infrastructure Partners or First Sentier Investors.

About First Sentier Investors

References to ‘we’, ‘us’ or ‘our’ are references to Igneo Infrastructure Partners or First Sentier Investors (as applicable). First Sentier Investors is a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group. Igneo Infrastructure Partners is an unlisted infrastructure asset management business and is part of the First Sentier Investors Group.

We communicate and conduct business through different legal entities in different locations. This material is communicated in:[1]

  • Australia and New Zealand by First Sentier Investors (Australia) RE Ltd, authorised and regulated in Australia by the Australian Securities and Investments Commission (AFSL 240550; ABN 13 006 464 428)
  • European Economic Area by First Sentier Investors (Ireland) Limited, authorised and regulated in Ireland by the Central Bank of Ireland (CBI reg no. C182306; reg office 70 Sir John Rogerson’s Quay, Dublin 2, Ireland; reg company no. 629188)
  • Hong Kong by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong. First Sentier Investors and Igneo Infrastructure Partners are business names of First Sentier Investors (Hong Kong) Limited.
  • Singapore by First Sentier Investors (Singapore) (reg company no. 196900420D) and this advertisement or material has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B) and Igneo Infrastructure Partners (registration number 53447928J) are business divisions of First Sentier Investors (Singapore).
  • Japan by First Sentier Investors (Japan) Limited, authorised and regulated by the Financial Service Agency (Director of Kanto Local Finance Bureau (Registered Financial Institutions) No.2611)
  • United Kingdom by First Sentier Investors International IM Limited, authorised and regulated by the Financial Conduct Authority (reg. no. SC079063, reg office 23 St Andrew Square, Edinburgh, Scotland, EH2 1BB)
  • United States by First Sentier Investors (US) LLC, authorised and regulated by the Securities Exchange Commission (RIA 801-93167)
  • other jurisdictions, where this document may lawfully be issued, by First Sentier Investors International IM Limited, authorised and regulated in the UK by the Financial Conduct Authority (FCA ref no. 122512; Registered office: 23 St. Andrew Square, Edinburgh, EH2 1BB; Company no. SC079063).

To the extent permitted by law, MUFG and its subsidiaries are not liable for any loss or damage as a res...

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