Infrastructure Investor Global Summit 2026 – Key Takeaways

London, April 14, 2026 – NextEnergy Capital’s Senior Investor Relations Consultant, Matt Hershey, shares his key takeaways from conversations with LPs at the Infrastructure Investor Global Summit in Berlin.

1. What stood out in your conversations with LPs regarding their current appetite for renewable infrastructure, particularly solar?

“As investors were meeting in Berlin, the conflict-induced energy price shock was on everyone’s mind. Investment in European energy security from renewable sources was a clear winning theme. Yet, investor interest was concentrated on those managers like NextEnergy who have the skills to navigate and profit from complex power price and curtailment dynamics.”

2. How are investors thinking about risk and returns in the energy transition today – and has that shifted over the past 12 months?

“Investors are in a challenging position. Their need for higher returns remains elevated by a combination of higher risk-free rates and more uncertain economic conditions. Asset classes other than infrastructure, such as public equities and private credit, are no longer as favourable alternatives based on elevated price multiples and credit quality uncertainty. Core-plus and value add infrastructure should draw more capital flows after having shown their resilience in recent years.”

3. Where are you seeing the most compelling opportunities across energy infrastructure right now?

“While much attention has been focused on oil prices, natural gas – which sets the marginal price for power in many systems – been impacted more severely. Some may think this will draw capital into funding hydrocarbon energy projects but price volatility in those markets creates significant uncertainty for long-term infrastructure development. In energy, investors will be most focused on funding development of ‘power systems’ that can convert intermittent renewable sources into a baseload profile.”

 4. What are LPs prioritising most when selecting managers in today’s fundraising environment?

“Investors are rightly demanding in a crowded market-place. They expect operational value-add, investment flexibility across geographies, ability to deploy capital at scale, and cycle-tested, fee-efficient performance.”