EFRA - Low-Carbon Opportunities In The Infrastructure Investment Landscape

2025-03-19 12:42:00 ET

Summary

• Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets.
• Infrastructure stocks remain at a discount versus the broader equity market, especially those companies in the renewable energy space, because a lot of the news flow around that space is putting pressure on the valuations.
• We need 4% more energy. This comes from renewable energy as well as hydrocarbons, and it all needs to go to where it is needed. And these grids are pretty much exclusively in public markets.

Episode description

Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer for fundamental equities at BlackRock helps us explore the significance of infrastructure from an investing perspective, the opportunities in public markets, and the long-term growth potential from investments in renewable energy.

Transcript

Oscar Pulido: Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape?...

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