Investment Insights | Structured Products and Alternative Assets

Solar45

Why a Private Investment Platform Should Decline More Than It Accepts

Access, in much of the market, is sold as abundance. The portfolio is built on what a platform is willing to leave off it, not on how much it can pile on.

Santa Marta, Solar45

The Governance That Decides Real Asset Investments

Most conversations about real asset investments open with the asset. The part that decides the outcome sits a layer below it, in the governance.

Baloico, Santa Marta, Solar45

What Solar Energy Investment Looks Like at Full Redemption

Solar energy investment is usually sold at the start. What rarely gets published is the other end of the cycle, where a deal is actually proven.

Santa Marta, Solar45

What Due Diligence Looks Like at a Private Investment Platform

By the time an opportunity reaches an eligible investor, dozens of smaller judgements have already been made. The interesting question is what those judgements are.

AWDRF, Solar45

The Quiet Reason Insurance Premiums on Fossil Fuel Assets Are Climbing

A premium quote rarely makes the news. Yet the cost of insuring fossil fuel assets has moved one way for years, set by people paid to look further ahead than most.

NFEF, Santa Marta, Solar45

Portugal Quietly Became Europe’s Most Stable Energy Market

Portugal’s electricity market has been quietly stable for a decade. That is unusual in Europe, and for long-term capital, the reason the calm has held is the point.

AWDRF, Solar45

What Oil Majors Reveal About Portfolio Diversification Strategy

When the world’s most oil-exposed companies commit capital to a parallel sector, the question is not what they know about energy. It is what their behaviour reveals.

Baloico, Santa Marta, Solar45

The Battery Storage Revenue Stack: Four Income Streams, One Asset

On paper a grid-scale battery is one asset. It earns like four. The revenue stack is why one site can be paid to sit ready and paid again to trade, all at once.

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