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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, please watch the recording of the webinar.
Internet access and connectivity is now an essential service for consumers and businesses and this trend has been accelerated by COVID-19. In this session, a panel of leading infrastructure investors will discuss opportunities and emerging trends in digital infrastructure.
On average, Australian airports make up about ~30% of JANA clients’ infrastructure exposure and most Australian investors with an allocation to infrastructure, have exposure to Australian airports. As such, the outcome of the Productivity Commission (“PC”) review, relating to the Economic Regulation of Australian Airports, has been eagerly anticipated by infrastructure managers, investors and airlines alike.
Angela Ruchin, Senior Consultant and Bharat Satghare, Consultant attended a battery forum hosted by Macquarie recently that focused on large scale batteries in the power sector – here are their key takeaways.