Infrastructure Global listed infrastructure: Essential news and notes The GLIO Index finished 2021 up 14.9 percent. The majority of sectors advanced in USD terms in 2021. Utilities (9.9 percent), electric (11.2 percent), gas (4.9 percent) and water utilities (22.2 percent) all finished the year ahead. Renewables fell 27.8 percent in 2021 after a stellar year (88.7 percent) in 2020.
Infrastructure Blinkered ESG drive risks isolating green enablers (Part two): Climate goals could be pushed back if strict ESG criteria starve change-enablers of capital Every year, Energy Intelligence (EI) publishes its green utilities report. It estimates that the top-100 companies in the ranking represent just under half of the world’s power capacity. The latest report states that wind, solar and hydropower accounted for 70 percent — or 56 gigawatts — of new capacity added by the world’s top green utilities and IPPs.
Infrastructure Investing in rail: A sector on track for growth in a post-pandemic world The global rail market is on a roll and might just add some locomotion to the infrastructure sleeves within investor portfolios. Consider that the value of the global rolling stock market exceeds $50 billion and is projected to reach about $65 billion by 2025, driven by an increase in demand for freight and passenger transportation.
Infrastructure Infrastructure 101: A guide to white papers and reports focused on infrastructure investing Infrastructure is an asset class that emerged in the mid-1990s and has continued to gain greater acceptance from institutional investors over time. The market is now over $100 billion strong in terms of capital raised per year, with more than 100 funds closed annually.
Infrastructure COVID will fast-track infrastructure resilience: How the pandemic is testing infrastructure owners and operators for the better The Omicron COVID-19 variant has rattled governments, markets and scientists around the world since its emergence in November. In the final weeks of 2021, Omicron leapfrogged Delta as the dominant virus strain worldwide.
Infrastructure Generalists vs. specialists: How specialist funds may have a growing role to play in investor portfolios As the infrastructure investment market matures, the number of funds and managers offering products to investors has matured with it. Global diversified funds have long been a mainstay in the market, but now specialist funds have a growing role to play in investor portfolios.
Infrastructure Infrastructure law implementation: How government funding dysfunction limits bipartisan infrastructure law implementation The Infrastructure Investment and Jobs Act or “IIJA” (P.L. 117-58) passed on a bipartisan basis in both the House and Senate and was signed by President Biden one month ago today, on Nov. 15, 2021. One could have assumed that federal agencies would begin allocating the new funding and commence implementation of the IIJA as soon as it became effective.
Infrastructure Balancing act: Investment managers strive to maintain a focus on sustainability as demand for energy-transition investing ramps up Investing to meet sustainable investment goals has become a mainstay strategy after a decade of trending, and recently, the market has grown even more popular, as economies speed the transition to renewable sources of energy and sustainable development.
Infrastructure U.K. pensions turn towards vehicles with a social benefit: U.K. pension schemes are increasingly turning to investment into sectors that have the ability to improve society in general A new report published by real assets specialist Alpha Real Capital has found that over the next two years, 58 percent of U.K. pension schemes — which collectively manage some £143.6 billion (€171.7 billion) of assets — believe their counterparts will increase their allocation to real estate investment vehicles offering a social benefit.