European infra debt trends
In this latest Infra Dig podcast, Viktor Kozel – head of infrastructure debt at AlbaCore – takes centre stage to give his views on infrastructure debt trends. Speaking to Green Street News Infrastructure editorial director Angus Leslie Melville, Viktor takes the listener through a sector of activity where he has deep experience, having set up the AlbaCore team a year back with colleagues who joined from UBS Asset Management. Viktor reckons conditions for infrastructure debt are currently better than they have been for years, saying he hasn’t seen “such a good backdrop for the asset class in a long time”. This he puts down to investor demand for stable, defensive assets during volatile markets, citing liquidity / complexity premium over public markets, inflation protection, diversification away from private equity and real estate, and regulatory incentives such as Solvency II. Tune in to the latest episode…







