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

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