Onshore wind, industrial water treatment, solar, battery storage, port terminals, and data centers.
These infrastructure assets can offer investors attractive risk returns, with an operational risk that can be sensibly managed.
There are extra yields available for smaller specialized infrastructure funds that don’t need to deploy EUR 250m for each project to invest billions burning in their pockets.
An experienced portfolio manager working with IMD, Luc van Rooijen, explains more on LinkedIn. You can follow the link here.