In this episode of Infra a Penny, we are joined by Mihailo Polenak from SIMCo’s credit team to discuss how technological innovation is reshaping the future of the global energy sector.

From solar power and battery storage to hydrogen, smart grids, and AI-driven electricity demand, the conversation explores how emerging technologies evolve from scientific concepts into bankable infrastructure assets.

The episode examines:

• Why technological innovation is critical to the energy transition
• What “bankability” means in infrastructure investing
• How solar became mainstream infrastructure
• The growing challenges facing future energy systems
• The role of storage, grid modernisation, hydrogen, and next-generation technologies
• Why infrastructure investors need to stay ahead of technological trends

While SIMCo is not a venture investor, understanding which technologies may become tomorrow’s critical infrastructure is increasingly important in a rapidly changing energy landscape.

Listen now to hear how innovation, infrastructure, and the energy transition are becoming more interconnected than ever.

In this episode, Matt Dimond, Head of Client Capital at SIMCo, explores how infrastructure credit has evolved from a niche investment strategy into a core pillar of global capital allocation.

We discuss the dramatic expansion of the infrastructure universe, from traditional utilities and transport to digital assets, renewable energy, and specialised social infrastructure, and the powerful themes driving this growth, including energy transition, digitalisation, and demographic change.

We examine how the asset class has performed through major market disruptions such as the GFC and COVID-19, highlighting its resilience, defensive characteristics, and low correlation to broader market cycles.

The conversation also dives into the scale of today’s market, the structural imbalance between infrastructure equity and debt, and why private credit providers are playing an increasingly central role in financing mid-market transactions. Matt explains how regulatory shifts, investor demand, and capital efficiency considerations have shaped the asset class, and why infrastructure credit is now firmly “coming of age.”

We also look ahead and outline why infrastructure credit is well-positioned for continued growth, supported by global investment needs, sustainability imperatives, and increasing investor recognition of its role in diversified portfolios.

In this special International Women’s Day episode of Infra a Penny, three women from SIMCo come together to share reflections on building a career in infrastructure finance. From early opportunities and rapid responsibility to the realities of working in a small, high-performing team, the conversation explores what progression really looks like and how support, visibility, and culture can shape that journey.

The episode dives into this year’s theme, “Give to Gain,” unpacking how generosity of time, support and knowledge plays a critical role in both individual growth and collective success. Through personal stories, the team reflects on the importance of advocating for others, learning from those around you, and building confidence by stepping outside your comfort zone.

Along the way, they touch on the unique advantages of working in a smaller firm, the value of male allyship in a traditionally male-dominated industry, and the lessons that have shaped their careers so far.

Whether you’re early in your career or simply interested in how different factors come together to drive progression, this episode offers a thoughtful and relatable perspective on what it means to grow (and help others grow) in today’s workplace.