KKR's Policard: Europe Crisis Fueling Energy Transition

The video discusses the resilience of infrastructure investments in Europe amidst geopolitical tensions and economic changes. It highlights the impact of crises on energy transition efforts and the opportunities for private investors. The discussion also covers the effects of rising interest rates on investment decisions and capital raising, emphasizing the industry's cautious approach to leverage and financing. Despite challenges, the market remains active with sustained investment activity.

What are the implications of the speaker's investment strategy on leverage in the current economic environment?

How does the speaker view the availability of capital for infrastructure investments despite current market conditions?

What does the speaker mean by 'dry powder' in the context of capital investment?