Institutional Investing in Infrastructure

December 1, 2021: Vol. 14, Number 11

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From the Current Issue


Staying in the driver’s seat: Investors buckle up for the transport transition

While much attention has been paid to the “energy transition,” other sectors, such as transportation, are experiencing their own transformation. With the recent passage of the historic $1 trillion infrastructure bill, which dedicates billions of dollars to roads and bridges, public transit, electric vehicles (EVs), and airports, now on its way to the desk of President Biden, the sector appears to have the ammunition it needs to make long-awaited strides, bringing about new opportunities for infrastructure investors.


Social infrastructure: Private investors are well positioned to fill the gap

Soaring government debt levels have led to decreasing public investment and widening social infrastructure gaps, calling for financing methods outside the traditional public scope. Private investors must step in to fill this gap. While public-sector investment will likely remain the primary source of social infrastructure financing, increased investments from the private sector could significantly transform the sector. Institutional investors’ vast assets pool, coupled with their strong appetite for longer-term, low-risk assets, render them particularly well positioned to increase their asset allocation toward social infrastructure projects.


Utilities in transition: Rates, price inflation, climate mitigation and adaptation — the sleepy market of regulated utilities is going through a shakeup

When the Texas power market went into a deep freeze earlier this year, it was not the first red-flag event U.S. power and utility markets had experienced. PG&E in California famously experienced its own wildfire-driven problems that resulted in bankruptcy. Utilities in Texas also suffered during the freeze, as prices for fuels skyrocketed. Globally, the story is the same, as more frequent severe weather and natural disasters are putting power and utility markets to the test.


Supporting natural gas is key to a cleaner world

Though renewables are seen by some as the only option for a sustainable future, investors need to recognize the realities of global energy demand and the long-term role natural gas assets will play in delivering on economic, societal and environmental goals.

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