Decarbonization opportunities within infrastructure

 

Christopher DeNunzio

Portfolio Manager, Global Infrastructure

More by this author

5 minute read

August 2021

Share

Sign up to get our insights
Subscribe

The energy transition away from fossil fuels towards renewable sources is not just making headlines. Investors are increasingly looking for ways to take advantage of something we see as a long-term trend.

Analyst Chris DeNunzio shares key listed infrastructure subsectors that could benefit from decarbonization, the economic drivers behind the opportunities and the political catalysts supporting them.

ABOUT THE AUTHORS
Author Profile Picture

Christopher DeNunzio, Vice President, is a portfolio manager on the Global Listed Infrastructure team with analyst coverage of North American utilities.

FURTHER READING

3 Reasons to own listed infrastructure

3 Reasons to own global listed infrastructure today

February 2024 | 4 mins

Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.

Listed infrastructure: Factors aligning for renewed investor attention

Listed infrastructure: Factors aligning for renewed investor attention

January 2024 | 18 mins

We believe an attractive entry point for listed infrastructure is emerging, considering the potentially favorable macro environment and the asset class’s attractive valuations relative to broader equities.

Changing the imperative from ‘energy transition’ to ‘energy addition’

Changing the imperative from ‘energy transition’ to ‘energy addition’

September 2023 | 28 mins

Aggregate energy demand will continue to increase in the coming decades, which is creating attractive investment opportunities across both the alternative energy landscape and the traditional energy value chain.