Sector Investment 24-Hour Briefing
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Wind Sector Challenges
Lower wind speeds are denting earnings for publicly listed wind operators, with private infrastructure funds likely facing similar headwinds. The slowdown underscores growing operational risks in renewable energy portfolios.
Infrastructure Fundraising
Vesper has reached €1 billion for its maiden European infrastructure fund, deploying over 60% of capital already. The manager is targeting an early 2027 launch for its successor strategy.