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Renewable energy generation is seeing substantial growth and capital inflows globally, driven by decarbonisation goals and increasing competitiveness compared to traditional power generation. There are however fundamental risks such as power price volatility and regulatory uncertainty, while returns are being compressed due to investor demand. JANA’s Infrastructure team recently held a webinar where it outlined the broad landscape of renewable infrastructure strategies, identified key risk/return challenges for equity investors and discusses areas of relative value within the renewable infrastructure universe, and this article summarises the key points from that presentation.