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The capital expenditure required to support anticipated growth in power demand while also reducing carbon emissions will necessitate significant amounts of debt financing going forward. Don Dimitrievich, Portfolio Manager for Nuveen Energy Infrastructure Credit, explains the evolving infrastructure debt opportunity set and the EIC team’s approach to thematic investing in IPE’s recent July/August 2024 report.
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Biff Ourso, Joost Bergsma and Don Dimitrievich were recently featured in Infrastructure Investor’s 2024 Energy Transition report.
Nuveen’s Don Dimitrievich recently shared insights in Infrastructure Investor’s debt report, including his view that despite a volatile economic environment, infrastructure debt allows investors to find opportunity in the gaps. Read the full Q&A to find out more.
In a recent white paper, Don Dimitrievich examines the significant transformation the U.S. energy ecosystem is undergoing, and why credit can be an attractive strategy to capitalize on today’s infrastructure opportunity.