Infralogic Investors Forum Europe 2023

The European edition of our Investors Forum returns this October!

etc.venues County Hall, London

11 Oct

Financing infrastructure amid rising interest rates

Infrastructure borrowers are being squeezed by rising interest rates and questions are emerging on the relative value of infrastructure debt for institutional investors. How is the face of infrastructure finance changing in the new high-inflation, high-rates environment?

  • What are the challenges for borrowers seeking to refinance infrastructure assets as interest rates soar? Is the time over for debt-funded dividend recaps?
  • Are conditions tightening for infrastructure funds seeking to raise acquisition finance?
  • Is the appeal of senior infrastructure debt waning for institutional investors as government bond yields return to rise? Is this squeezing asset managers seeking to raise new senior debt funds? Are junior debt funds gaining new traction?
  • Are banks benefiting in the current environment, as traditional floating rate lenders? Are they gaining a competitive advantage compared to institutional investors?
  • Is debt becoming less attractive in competitive markets such as regulated utilities and operational renewables, where equity returns are compressed closer to debt costs?
  • How is the pipeline for infrastructure financiers shifting? Is the market for fibre and towers debt drying up? Is transport including airports and roads returning to the fore?
  • How bankable are new energy transition deals, such as batteries, EV charging and hydrogen?
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  • Speakers keyboard_arrow_down
    Phillip Hyman Managing Director DC Advisory Bio
    David Cooper Regional Head of EMEA and Australia IFM INVESTORS Bio
    Tim Floyd Executive Director Westbourne Capital Bio
    Nick Woolfitt Head of Specialised Finance Europe, Corporate & Institutional Banking National Australia Bank Limited Bio
    Bertrand Loubieres Head of Infrastructure Finance AXA Investment Managers Bio
    Laura Ho Partner Ashurst Bio