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JANA’s Infrastructure team outlines the broad landscape of renewable infrastructure strategies, identifying key risk/return challenges for equity investors and discusses areas of relative value within the renewable infrastructure universe.
JANA’s Infrastructure team recently held a webinar where it outlined the broad landscape of renewable infrastructure strategies, please watch the recording of the webinar.
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.