Institutional Capital in 2026: Where the Money is Really Flowing in European Renewables?

Synopsis

• Analyse how institutional investors are strategically rebalancing their renewable energy portfolios across operational assets, development platforms, and emerging technologies like storage
• Evaluate the evolution of risk-return profiles sought by limited partners over the past 24 months and identify key trends shaping current investment preferences
• Assess how infrastructure funds are adapting their investment criteria to navigate higher capital costs while maintaining target returns in the current market environment
• Identify which European markets are attracting the greatest institutional capital flows and understand the specific attributes driving these allocation decisions
• Determine how ESG mandates and return benchmarks are influencing capital allocation decisions, particularly regarding newer technologies with limited operational track records