In a joint interview, Michael Ryder and John Ma, Partners and Co-Heads of North America at Igneo, discuss the outlook for unlisted infrastructure and opportunities within the energy transition.
00:17 - What is Igneo's outlook for unlisted infrastructure in 2024, and how does it compare with 2023?
01:58 - With inflation moderating and the Fed signaling potential rate cuts in 2024, what are the implications for unlisted infrastructure?
03:34 - Where do you see the most attractive opportunities, and what are the greatest challenges?
05:00 - Which areas of the energy transition does Igneo consider to be most promising?
07:09 - What role are Igneo's portfolio companies playing in the energy transition?