Renewable energy infrastructure is increasingly shaped by necessity. Today, energy security, supply chain resiliency, and the need to futureproof infrastructure guide investment decisions. This asset class plays a central role in daily life by delivering reliable energy and essential services. As demand continues to grow, from households to data centres, renewable infrastructure is becoming more integral to how economies function.

Join Colin Lynch, Managing Director, Head of Private Markets, TD Asset Management Inc. (TDAM) and Danny Hong, Vice President & Director, Infrastructure, TDAM as they discuss how changing market forces are shaping renewable energy infrastructure and what this means for investors.

Highlights include:

00:40 What does today's infrastructure environment look like?

04:15 Why infrastructure returns depend on more than owning assets

05:40 How a solar platform scaled over time

07:30 How AI and data centres are driving new demand for renewable energy

09:40 Why infrastructure plays a key role in a diversified portfolio

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast

Email any questions or ideas for future episodes to: td.tdamtalks@td.com

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