Institutional Investing in Infrastructure

April 1, 2019: Vol. 12, Number 4

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From the Current Issue


Playing defense: The economy has been growing, but investors worry what goes up must come down

At the time of this writing, the U.S. economy had been growing for 117 consecutive months and is on track to break the record held by the 120-month 1990s tech-boom expansion. Everyone knows length, in and of itself, does not necessarily portend an impending downturn — Australia’s economy, for example, experienced 26 years of uninterrupted growth before going into a technical recession in 2017. But it is also not unreasonable for investors to be getting a little nervous. After


Global listed infrastructure report: Essential news and notes

The following report reviews highlights of some of the events and trends affecting global listed infrastructure companies during the past two months. Coverage of the GLIO universe shows a rolling one-year performance (February to February) at 16.1 percent with, the telecom infrastructure (19.5 percent) and utilities (16.4 percent) sectors leading the way.


The canary in the rare earth–metals mine: Investors must decide whether green energy is having its day in the sun or becoming something more durable

Renewable energy, particularly wind and solar, is a popular asset class in the infrastructure investing universe, and rightfully so, given three key factors: 1. Costs keep coming down 2. Subsidies are still in place 3. Governments and utilities are pushing for renewables As 2019 sets up to be another banner year for infrastructure fundraising, the amount of renewable energy deals being done will likely continue to rise, as well. That being said, as an investor-focused publication, we wanted to ask a few uncomfortable questions to hopefully provide deeper insight, and eventually more clarity, and comfort for investors making allocation decisions.

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