Infrastructure Investor: Is America's energy transition safe in Trump's hands?

The electricity grid is at the heart of the clean energy transition and is undergoing one of the most significant transformations in its history. Understanding the modern electrical grid is no easy task, but it is a necessary one, as the grid plays a critical role in economic growth, energy security and decarbonisation.

In this paper, we examine secondaries’ performance over multiple market cycles, their persistent structural advantages, three common misconceptions, and why current market conditions present a particularly compelling entry point.

Listen above to this episode of The Private Debt Investor Podcast, where Laura Parrott, Randy Schwimmer and Michael Massarano discuss the opportunities they're seeing in the infrastructure investment grade markets, what high levels of M&A activity mean for managers in this space, and why lenders that have dedicated resources to building strong relationships with investors through market cycles are well-placed to benefit from market uncertainty.