• Embracing innovation and interconnectedness: exploring new investment approaches in the evolving macro environment.
• Risk management rethinking infrastructure investment strategies: examining the impact of the barbell strategy and other shifts.
• Navigating inflation's impact on social license to operate: redefining sustainability and meeting stakeholders' expectations in the new world order.

Investors face uncertainty surrounding valuations in private markets.

• How can they assess existing assets and make new investments with confidence going forward?

How does a leading institutional investor allocate to infrastructure and real assets and have built exposure?

The energy business is undergoing fundamental changes, but the income stream of energy transmission systems operators remains static. We’ll get the inside story on energy supply and demand, the evolution of the storage market and the impact of the Ukraine invasion on energy prices.    

How can investors participate in the global transition to clean energy today? Investors need to navigate a myriad of risks and opportunities, not least Europe’s energy and cost-of-living crisis, net-zero targets, regulation and political intervention, and technological advancements.

A statement of net zero compliance requires any ongoing CO2 emissions be offset by recapture and storage of the same amount of CO2. But current net zero statements are wooly, leaving enough ambiguity that achieving net zero globally may not be enough to halt human-induced global warming. 

Strengthening corporate net zero statements so they will halt warming requires understanding the role of carbon capture and storage technology in future mitigation scenarios. For particular companies in hard-to-abate industries, credible CCS/CDR policy is vital to make a strong net zero statement today. That doesn’t mean betting on huge quantities of CCS and CDR now, but instead supporting mandates for geological CO2 storage for all CO2 production at the time of net zero.

Understanding hydrogen's role in both the energy transition and institutional portfolios. 

How are investors allocating to infrastructure and other real assets today? What do these latest trends mean for the asset class?

Global connectivity and data use is driving huge demand for data centres and fibre networks. How is the investment opportunity in digital infrastructure evolving? How can the energy intensity of data storage be reconciled with investors’ net-zero objectives?

Transport was the infrastructure sector hardest hit by COVID-19, but is now undergoing a recovery while requiring widespread decarbonisation. What are the opportunities today?

A global expert on water law and diplomacy focuses on the different dimensions of water (in)security, specifically in the context of a changing climate. She will discuss how water links both directly and indirectly to sustainable development, economic development and political stability globally.

Growing demand for timber suggests there is a strong case for investing in standing forestry. But does the anticipated acceleration in carbon offsetting mean there are greater opportunities in afforestation and producing carbon credits?

How are investment opportunities in agriculture evolving and what do rising pressures on global food security mean for the asset class?

The Taskforce on Nature-Related Financial Disclosures (TNFD) is developing a framework for disclosures on nature-related issues with the aim of supporting a shift in global financial flows toward nature-positive outcomes. The OECD is supporting central banks, supervisors and commercial banks to assess nature-related financial risks. What do real assets investors do to know about these initiatives and how can they lend their support?