Greg Falzon and Domenico Tripodi, Partners and Co-Heads of Investment, recently joined IJGlobal’s Infra Dig podcast for a conversation on the accelerating energy transition and its implications for infrastructure investing.
They discuss topics such as:
- The infrastructure risk spectrum and importance of maintaining a focus on defensive characteristics
- How to think about the fundamentals of an asset or technology, and its future place in the energy system
- How sustainability and resilience interact
- The roles played by generation, grid, and storage to increase renewables penetration
- Market dynamics, the repricing of energy transition assets, and long-term outlook
Listen to the full episode here: Infra Dig – AIP tackles investing in infrastructure.