The Impact of Inflation, Cost of Debt and Macro Factors on Investor Returns and Investment Strategies

Time: 10:10 - 10:50

Date: 1st February 2023


  • Energy market reform how will the uncoupling of gas and power prices affect returns?
  • RTB – COD: increasing construction risk of solar PV due to procurement squeeze, longer lead items and labour issues
  • Interest rates increase: bond yield vs infrastructure projects yield
  • Inflation impact in the short and long term



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