Expert Insights

In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investing in infrastructure. When we sat down with Jonathan Reyes, Co-Head of Global Listed Infrastructure, Ausbil Investment Management, he agreed investors cannot ignore the growth that’s occurring in this area.

“If you have a company that is very exposed to coal that will be a strong headwind for many years to come and we want to be part of the people pushing the agenda from the renewables perspective.”

In this short segment, Jonathan explains that the market still hasn’t got its head around valuing renewables and how this presents an opportunity for investors.

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