In Focus: Anthony Hadley on growth drivers in the e-mobility market Anthony Hadley, investment director at AMP Capital, discusses which markets are yielding the best opportunities for e-mobility investments and what investors can expect from this space over the long-term. (9/2020)
In Focus: Rory O'Connor on how to invest in renewables in the current market Rory O'Connor, global CIO and head of Europe at BlackRock Renewable Power, discusses how investors can build portfolio resilience and capitalize on opportunities in a rapidly evolving market. (08/2020) To read BlackRock's "Winds of Change" white paper, click here.
Brandon Hunt on Digital Infrastructure Brandon Hunt, portfolio manager at Strategic Capital Fund Management, discusses what is digital infrastructure and how it is used. (08/2020)
In Focus: Justin Bradburn on challenges and opportunities in the current aviation market Part 2 in series Justin Bradburn, principal at CarVal Investors, discusses how the COVID-19 crisis has impacted companies that own aircraft, aircraft values, and the way investors are navigating this market. (08/2020) This is the second video in an interview series about the aviation market. Watch part 1 here.
Forecasting cash flow and dividends of private infrastructure companies A recent video produced by EDHECinfra discusses how it studies the life cycle of hundreds of infrastructure companies to better understand how cash flows of such companies evolve over time. (08/2020)
Infrastructure Report: The urgent need for investment in Western U.S. water systems Our guests, Christine Arbogast and Patrick O’Toole, recently wrote an opinion piece in the Reno Gazette Journal arguing it is time to invest in Western water infrastructure. Arbogast is president of the National Water Resources Association, and Patrick O’Toole is a cattle and sheep rancher from Wyoming and president of the Family Farm Alliance. What is the nature and scale of the western water infrastructure problem? What is the potential crisis in the event of inaction? Short of Congress acting…
Measuring fair value in unlisted infrastructure investments A recent video produced by EDHECinfra discusses a unique model for measuring the fair value in private infrastructure investments. (07/2020)
Infrastructure Report: Digital assets today and into the future What encompasses digital infrastructure assets? Why are they hot among investors? Who’s investing in them? And what does the future hold regarding their power and reach? Our guest, Brandon Hunt, portfolio manager at Strategic Capital Fund Management, tackles this wide-ranging subject. (07/2020)
In Focus: Hubert Danso on the AUDA-CBN 5% Infrastructure Investment Agenda Hubert Danso, chairman of Africa Investor and the AUDA-Continental Business Network, discusses how the 5% Infrastructure Investment Agenda is addressing the infrastructure gap in Africa, and shares why it is an attractive platform for investors looking to increase their exposure in the region. (07/2020)
In Focus: Phoebe Smith on investing in smart cities' infrastructure Phoebe Smith, investment director at Whitehelm Capital, discusses how investors can access smart city infrastructure investments, how this emerging asset class is faring in the COVID-19 crisis, and why it can be considered defensive. (06/2020)