Global Asset Managers’ Perspective: How Attractive Are UK Renewables?

Time: 09:30 - 10:10
Date: 01-07-2025

Theatre: Clean Power 2030

Synopsis

  • How does UK renewables compare to alternative asset classes (digital infrastructure, private equity, fixed income, bonds)?
  • Are global asset managers and institutional investors still bullish on UK renewables post-2024 policy shifts, or has the rising cost of capital changed their risk appetite?
  • How does hydrogen, solar, wind, energy storage stack up against each other as competing asset classes?
  • What return expectations are investors setting for renewable energy portfolios, and how are these evolving?
  • Do global asset managers and large institutional investors see opportunities to invest in UK grid and interconnectors

Speaker

  • Keith Gains Managing Director - Quinbrook Infrastructure Partners
  • Susana Leith-Smith Senior Managing Director, Head of Capital Markets – EMEA - Macquarie Asset Management
  • Justin DeAngelis Partner, Global Head of Sustainable Infrastructure - Denham Capital

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