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
Synopsis
- 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
Moderator
Giovanni Paolo Di Giovanni Senior Director - Jones Lang LaSalle
Speakers
Stuart White Structured Finance Director - Lightsource bp
Ricardo Folgado Chief Development Officer, Europe - Brookfield Renewable Power
Valerio Capizzi Head of Energy EMEA - ING Bank NV
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