Infrastructure investment strategies with Mark Gilligan

The Infrastructure Podcast

In today's podcast we delve into the fast-evolving world of infrastructure investment - an area that has never been more critical to delivering the economic growth, national resilience and transition to a net zero future demanded by the UK government.

As we saw in the latest 10 year Infrastructure Strategy and in the Industrial Strategy that sits behind it, public infrastructure underpins the ambitious long-term plans that are set to boost connectivity, create jobs and raise living standards,

From digital networks and clean energy to sustainable transport and social infrastructure, the demands on our infrastructure systems are growing - and so too is the pressure to deliver them faster, smarter and more sustainably.

So private sector investment is becoming increasingly key to supporting the delivery of this public ambition.

But how? Well in this episode, I am joined by Mark Gilligan, who leads the rapidly growing €3bn infrastructure equity platform at AXA IM Alts - one of Europe’s most active institutional investors in infrastructure.

With a pan-European investment strategy focused on decarbonisation, electrification and digitalisation, Mark and his team have built a diversified portfolio across subsectors like energy storage, fibre networks, offshore and onshore wind, district heating, and even Europe’s only green locomotive fleet.

In fact, last month, AXA IM Alts announced major investments in a large-scale battery project in Scotland and a pan-European solar energy platform - reinforcing its leadership in the energy transition space.

So how is the investment future looking – not least in the context of the UK’s new £725bn 10-year infrastructure plan. Well let’s find out.

Resources

• 10-year infrastructure strategy
• AXA IM Alts
• Coalburn battery storage project
• ILOS solar power project
• National Infrastructure and Service Transformation Authority (NISTA)
• Planning and Infrastructure Bill