Insights
Research on infrastructure credit
Commentary, explainers, and sector analysis from The Green Club origination and structuring teams.
- Market view2 Sept 20266 min read
Why senior secured infrastructure debt is earning a place in private credit allocations
Contracted, inflation linked cash flows and hard asset security are reshaping how allocators think about the fixed income sleeve.
- Explainer18 Aug 20264 min read
Reading a capital stack: where infrastructure bondholders actually sit
A practical guide to seniority, security packages, and the loss absorbing cushion beneath a well structured bond.
- Sector deep dive29 Jul 20268 min read
Battery storage revenue stacks: contracted floors versus merchant upside
How capacity market awards, ancillary services, and arbitrage combine — and what underwriters look for.
- Regulation10 Jul 20265 min read
The EU Taxonomy and what alignment means for bond investors
Beyond the label: substantial contribution, the do no significant harm test, and the role of a second party opinion.