What is project finance and sector rotation strategies? Funds rotating into defensive sectors often include project-financed utilities, seeing capital inflows as macro forecasts predict 1.75% GDP growth and continued public works spending. Equally important is the need to vet counterparties for anti-corruption and integrity risks. A project tainted by procurement irregularities, past enforcement actions or weak compliance programs risks both legal liability and the invalidation of insurance coverage. Comprehensive screening against debarment lists, robust contractual anti-bribery representations, and effective whistleblowing or grievance mechanisms provide safeguards that are as much about good governance as they are about insurability. 1 See irena.org 2 See equator-principles.com 3 See the Sustainable Finance section in the 29 April Deutsche Bank Q1 report at db.com 4 See aukera.energy 5 See quinbrook.com What is project finance influence on growth sectors? With global green stimulus policies, firms using project finance for solar farms have outperformed Nasdaq Clean Energy index, gaining 7% in Q2 against benchmark’s 4%.