February 01, 2024

Episode 199: Sustainable Infrastructure Credit: the time is now

25 minutes

A multi-decade opportunity for Insurance Investment Portfolios

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley talks with Jorge Camiña, Partner and Head of Denham Sustainable Infrastructure Credit, about the growing opportunities in sustainable infrastructure credit. Jorge emphasizes how global commitments to energy transition and the U.S. Inflation Reduction Act are creating a multi-decade investment landscape, particularly appealing for insurance portfolios.

Jorge explores the benefits of sustainable infrastructure credit, including its resilience, inflation protection, and yield enhancement. He explains how these assets align with insurers' long-term liabilities and provide a stable, attractive return profile. The conversation also touches on the challenges and opportunities for insurance companies to access this market, particularly in light of the changing role of traditional lenders like commercial banks.

Listeners will gain insights into how Denham Sustainable Infrastructure Credit is navigating this evolving landscape and how insurance companies can strategically implement these investments to future-proof their portfolios while contributing to global decarbonization efforts.

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