$SOLAR - Solar energy, especially when paired with battery storage, is becoming cost-competitive without government subsidies, making it an attractive investment in the clean energy sector.
$EUINFRA - European infrastructure, particularly in countries like Germany, presents a structurally attractive market with significant investment plans.
$POWER - Power generation is experiencing secular growth with increasing demand, particularly driven by data centers, creating significant investment opportunities.
$ETRANS - Energy transition is one of the largest segments in infrastructure investing, reflecting its growing importance and potential for investment.
$DISTGEN - Distributed generation offers advantages in efficiency and cost-effectiveness by bypassing traditional transmission and distribution systems.
$MODULAR - Modular buildings represent an opportunity in circular economy infrastructure, addressing changing demographic needs and government requirements.
$INFRA - Infrastructure is attracting increased investment from large institutional investors, with typical allocations around 7% of total assets.
$DATACTR - Data centers present investment opportunities, particularly those with long-term leases to large technology companies, despite some challenges in the market for stabilized assets.
$ENEFF - Energy efficiency investments present opportunities due to the lag in corporate adoption of new, more efficient technologies.