Institutional Investing in Infrastructure

February 1, 2024: Vol. 17, Number 2

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From the Current Issue

Infrastructure

For the social good: How the broadening definition of infrastructure is providing what cities and regions need to prosper

"social infrastructure,” such as hospitals, universities or workforce housing — or even key cultural amenities, including parks, museums or entertainment venues — have come to the fore in the investment community in more recent years. However, seeking yields yet reduced relative risk, more investors are also venturing into other less-prominent social infrastructure sectors that are also necessary to a city or nation’s health

Infrastructure

A closer look: Industry experts examine the trends driving infrastructure secondaries

The infrastructure secondaries market is experiencing explosive growth, due in large part to an increase in its popularity with institutional investors.

Infrastructure

Navigating turbulence: As aircraft safety is called into question, global outlook for airlines remains stable

On Jan. 6, 2024, the U.S. Federal Aviation Administration (FAA) temporarily grounded certain Boeing 737 MAX 9 aircraft for immediate inspection following an Alaska Airlines–operated jet’s emergency landing after a large section of the aircraft blew out shortly after takeoff. Although only minor injuries were reported, the incident raises broader concerns about the safety of the aircraft for both the manufacturer and operators and heightens scrutiny on inspection requirements.

Infrastructure

The case for microgrids: Why localized power systems may become critical to energy-resilience strategies

Microgrids are small-scale, localized power systems composed of distributed energy resources. These solutions can play a key role in ensuring the energy transition is reliable and resilient, regardless of weather or other unforeseen events.

Infrastructure

Pipeline to prosperity: Enhancing MLP allocations with listed infrastructure

Longstanding investors in MLPs (master limited partnerships) have been rewarded for their patience throughout the past three years, as the asset class has been among the strongest performers in listed real assets with the recovery from COVID-19. Today, we see an opportunity for investors to supplant their MLP and midstream energy holdings with listed infrastructure.

Infrastructure

Thames Water struggles to stay afloat amid deluge of debt issues

A sea of uncertainty continues to surround Thames Water, England’s largest water and wastewater treatment company, as new leadership takes the helm of the debt-laden public utility.

Infrastructure

The need for speed: Every state is getting federal funding for broadband, but not all are ready

When the Infrastructure Investment and Jobs Act was signed in late 2021, it included $42.5 billion for broadband internet access as part of the Broadband Equity, Access, and Deployment Program. But even after the states receive the federal funding, it’s expected to take years for the states to award contracts to internet service providers to install the broadband networks and for the companies to complete the work.

Infrastructure

The trouble with performance numbers: Making comparisons is nearly impossible

I’ve noticed over the years that people in the private investment fund industry take a far too casual stance when it comes to sharing (and comparing) performance numbers.

Infrastructure

Asia’s digital revolution driven by ‘key emerging nations’

The Asia Pacific’s data center market in particular is expected to reach $53.58 billion in 2028, expanding at a compound annual growth rate (CAGR) of 12 percent from 2023 to 2028, according to Dublin-based Research and Markets.