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Schroders Positive On Renewable Infrastructure Asia, Europe
Amanda Cheesley
20 October 2025
Amid macroeconomic and geopolitical volatility, Nils Rode, chief investment officer at , which has just launched its BNPP Environmental Infrastructure Income Fund. The fund will invest globally in listed and critical environmental infrastructure covering power and digital infrastructure, water and waste management as well as transportation infrastructure. Real estate Amid these dynamics, he believes that the next few years are shaping up to be strong vintages. Rode is particularly drawn to sectors where operational improvement can unlock alpha – such as logistics, living, storage formats and hospitality.
After a period of price discovery, Rode believes that prospects for global real estate markets are much improved. “Investment volumes remain below pre-2022 levels but are stabilising, rental income is being supported by low new supply and elevated construction costs, and there is evidence that transaction pricing is recovering,” he said.