As we look out across 2023, our team sets out our outlook on a range of themes and sectors including low-carbon hydrogen, renewables and energy transition, digital infrastructure and EV charging. We also cover the potential for changes to sustainable disclosure requirements in 2023.
2023 Outlook - combined video
Watch the complete set of videos in one place.
Introduction – Michael Straka, Head of Capital Formation
Michael sets the scene for our 2023 Outlook and the value of infrastructure investment in the current economic environment.
Low-Carbon Hydrogen – Liliya Ivanova, Director, Origination & Execution
Liliya explores the opportunities for low-carbon hydrogen and the four drivers shaping its growth: regulation, subsidies, the levelized cost of energy, and off-taker demand.
Renewables & Energy Transition – Isaac Vaz, Director, Origination & Execution
Isaac provides a comprehensive take on the energy transition and renewables sector. He highlights that many of the conditions experienced in 2022, such as the push for net-zero targets, the energy crisis and supply constraints, are likely to continue shaping the industry in 2023.
Digital Infrastructure – Pascale Labrecque, Vice President, Origination & Execution
The requirement for new and upgraded digital infrastructure continues apace, as all aspects of our lives become increasingly digitised. Pascale explores the three key sectors of digital infrastructure: towers, fibre and data centres.
EV Charging – Liliya Ivanova, Director, Origination & Execution
Liliya sets out the prospects for EV charging, as part of the push towards cleaner transport. She outlines our expectations that 2023 will be an active year for the sector and for investible opportunities within this space.
Sustainability Regulations – Kate McKeon, Head of Sustainability
Kate covers the Sustainable Finance Disclosure Regulations and the FCA’s Sustainability Disclosure Requirements and the outlook for greater clarity on sustainable disclosures in 2023.