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THE STREET VIEW 2022 End of year reflections

In this edition of the Street View, we explore trends over the last 12 months – as well as the outlook for the future – and we look back at highlights from the year.

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The big investment themes of 2022 – and looking ahead to 2023 and beyond

December 13, 2022

Mikael Karlsson, Partner, Chief Investment Officer, Actis, Luxembourg

The last 12 months have been turbulent ones, both for the world economy and the global investment climate. The war in Ukraine has sent energy and commodity prices significantly higher, aggravated the post COVID-19 supply-side shock, further disrupted supply chains, and helped lead to a surge in inflation.
Solar Plant

The Macro View

December 13, 2022

Ewen Cameron Watt, Editor-in-Chief, Macro Forum, Actis, London

Joonas Taras, Investment Principal, Macro, Actis, London

2022 has proved to be a trying year for portfolio investors. Falling stock and bond markets, rising inflation and interest rates and a deteriorating global economic outlook have proven to be gale force headwinds.

2022 Street View highlights

European Energy Trilemma

September 21, 2022

Archer Kilpatrick, Principal, Energy Infrastructure, Actis, London

The crisis in Ukraine has added a new complication to Central and Eastern Europe’s existing energy trilemma, one that is shared by many other countries.

Measuring Transition – the Actis Tool

September 21, 2022

Marina Johnson, Principal, Sustainability, Actis, London

Gas is increasingly seen as a vital transition fuel for many countries to help them meet their climate goals. The Actis Transition Tool allows us to harness a country’s indigenous gas reserves and support the transition.
Wind Farm Vietnam

A new agenda for renewable energy

September 21, 2022

Guest Author, Ben Backwell, CEO, The Global Wind Energy Council

The global energy crisis is revealing the continued risks of fossil fuel dependency. Countries around the world are coming to see how relying on oil, coal and other fossil fuels leaves them exposed to supply interruptions and price volatility that can have a devastating impact on lives, and the economy.

Transforming Infrastructure

March 8, 2022

Mikael Karlsson, Partner, Chief Investment Officer, Actis, Luxembourg

Infrastructure is increasingly essential to the world’s economy. Whether it is ensuring a constant supply of clean energy wherever it is needed, enabling greater inclusiveness through improved digital communications, or simply creating efficient transport networks, societies today cannot function without high-quality, sustainable infrastructure.

Unlocking The Opportunity

March 8, 2022

Ewen Cameron Watt, Editor-in-Chief, Macro Forum, Actis, London

Joonas Taras, Investment Principal, Macro, Actis, London

The pandemic has left many governments with a significant clean-up bill and stretched balance sheets. Total debt increased to 263% of GDP in 2020 and 90% of all countries saw their borrowing increase. Debt sustainability has become an important challenge to long term recovery in many global economies. In borrowing from the future-which is what debt does-having a plan to enhance future growth becomes ever more essential.

Infrastructure and Sustainable Growth

March 8, 2022 Infrastructure provides the backbone to economic development. It keeps goods, people, services, electricity and data flowing. But beyond economic growth and job creation, infrastructure development also delivers societal impacts – increased access to education and health services, financial inclusion, women’s economic empowerment and improved quality of life.

Company Voices: Atlas Renewable Energy, Pan Latin America

March 8, 2022

Michael Harrington, Partner, Head of Strategy, Head of Americas, Energy Infrastructure, Actis, New York

Carlos Barrera, Co-Founder & CEO, Atlas Renewable Energy

Atlas Renewable Energy has grown into one of the most recognised renewable energy companies in the LATAM region. The company has over one GW of early-stage to fully operational projects across Latin America. Atlas Renewable Energy has uncompromisingly adhered to rigorous standards in development, construction and operation of large photovoltaic (PV) projects.