Institutional Investing in Infrastructure

February 1, 2020: Vol. 13, Number 2

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From the Current Issue


Silicon frontier in infrastructure: From traditional to tech

Infrastructure investment is, perhaps, one of the easiest assets to understand. There are different financing models, and ways to acquire the assets, but as stand-alone investments, one-word descriptions such as roads, bridges, airport and grids, paint a pretty vivid picture. That picture, however, is clouded by the infrastructure gap existing on a global scale. According to Global Infrastructure Hub, a G-20 funded organization, infrastructure spending will need to increase by $14.9 trillion (with  a “T”) by 2040 to keep pace with our  growing needs.


The global listed infrastructure report: Essential news and notes

In 2019, global listed infrastructure (GLI) added 28.3 percent compared to 27.5 percent for global equities. Global bonds added 6.7 percent — see, “Annualized $ total returns over short, medium and long investment horizons,” page 46. Global listed infrastructure’s 15-year annualized total return is 10.1 percent, global equities recorded 7.5 percent and global bonds 3 percent.


Infrastructure earns high marks from global citizens but has room for improvement

Overall satisfaction with infrastructure across the globe is up 5 percentage points to 37 percent, according to the Global Infrastructure Index survey conducted by Ipsos and the Global Infrastructure Investor Association (GIIA). Surveying was conducted online between July 26 and Aug. 9 among adults aged 18 to 64 in the United States and Canada and adults aged 16 to 64 in all other countries. More than 19,000 people were surveyed.


Data center energy problems: Energy use by data centers needs to be more efficient

High-tech has enjoyed a perception as an environmentally friendly industry due to its large presence in the virtual world. But while communications and content — whether made by mobile phone, iPad, computer, and increasingly sensors embedded in cars and appliances, to name a few — can have virtual addresses and travel virtual roads, the data is transmitted and stored in physical structures such as mobile towers, satellites and importantly, data centers.


A conversation with Michael Likosky

Drew Campbell, i3 senior editor, spoke with Michael Likosky, a partner at Advantage Infrastructure Advisors, about the trend of technology companies entering the infrastructure investing market. The following is part 1 of their conversation. Part 2 will publish in a future issue of i3.


Hitting the accelerator: Building an electric vehicle charging grid for all

Five years from now, low-emission vehicles — predominantly electric vehicles (EVs) — will be transforming the streets of our cities … but only if these new vehicles have somewhere to charge. How can cities, infrastructure owners and transport authorities make joined-up decisions around EV charging infrastructure to reap the benefits of low-emission vehicles?


Mastering midmarket diversification: A mix of factors make true diversification particularly complex in the infrastructure arena

Investment diversification has become almost a platitude among investors, espoused with such casual frequency as to undermine the complexity required. Within infrastructure portfolios, true diversification is particularly complex due to, among other things, the sector’s bulky-sized assets, long-duration deal horizons, political variability, as well as high fixed transaction costs.

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