08 Mar 2024
0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
Real Assets
Sustainable supply chain opportunities take center stage
Given the backdrop of the Inflation Reduction Act’s passage in 2022, 15 months later this historic legislation is supercharging a resurgence of US manufacturing, particularly by supporting supply chain industries that facilitate the decarbonization of power generation and the broader economy. There is wide recognition that a significant increase in power generation will be required to decarbonize the economy – as much as two to three times more than current levels over the next two decades. The capital investment to achieve those targets for the US alone may be as high as $500bn to $1tn annually.1
Don Dimitrievich, Senior Managing Director and Portfolio Manager of Nuveen's Energy Infrastructure Credit business, discusses how the convergence of these factors could lead to a US manufacturing renaissance in the sustainable energy supply chain and present compelling investment opportunities for infrastructure debt investors.
Related articles
Tariffs on Canadian lumber could boost U.S. production
With tariffs on U.S. imports of Canadian goods looming, we analyze the potential impacts on lumber markets and benefits for regions with untapped production capacity.
Growing renewable fuels market continues to shape U.S. soybean demand
Policy frameworks to support the decarbonization of the transportation sector are driving growth in renewable fuels markets, increasing demand for U.S. soybeans as a sustainable input to production.
Webinar replay: Riding the real estate recovery
Register to watch the webinar replay of Nuveen Real Estate’s Global Head of Research, Donald Hall, and Chief Investment Officer & Head of Funds Management, Shawn Lese, for a 30-minute discussion on the expectations for a real estate turnaround.
Source
1 https://about.bnef.com/energy-transition-investment/
The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results.
Important Information on Risk
Economic and market forecasts are subject to uncertainty and may change based on varying market conditions, political and economic developments. This report should not be regarded by the recipients as a substitute for the exercise of their own judgment. It is important to review your investment objectives, risk tolerance and liquidity needs before choosing an investment style or manager.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
Contact us
Financial professionals
Individual investors
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
Not registered yet? Register