Institutional Investing in Infrastructure

January 1, 2024: Vol. 17, Number 1

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From the Current Issue


New nuclear projects remain a challenge for public power

Absent broader joint action, improved cost competitiveness and/or greater certainty of cost and delivery, most U.S. public power systems are unlikely to pursue new nuclear construction over the next few years, and those that do face the risk of weakened credit quality, Fitch Ratings says.


Shop talk: A conversation with Fernando Zúñiga

Kali Persall, editor of Institutional Investing in Infrastructure (i3), spoke with Fernando Zúñiga, managing director, Latin America & Caribbean at MPC Energy Solutions (MPCES), about the state of the renewables market in Panama and Latin America more broadly.


Answering five tough questions from infra-skeptics: Although critics have raised valid concerns about the asset class, there are silver linings going into 2024

Infra-skeptics often express disbelief around infrastructure’s current valuations and performance and suggest that it is best to remain on the sidelines before the eventual correction. Other skeptics also point to sector-specific issues, including concerns about the notable secular tailwinds. Like any investment, clean energy is only as risky as the accuracy (or inaccuracy) of the underlying underwriting assumptions, and it is up to managers to separate the good investments from the bad ones. 


Looking to 2024: How a sweet spot for infrastructure could benefit investors

2023 was an interesting year for private infrastructure. As in other private markets strategies, transactions became more difficult to complete as rising interest rates caused traditional credit markets to freeze and exacerbated a valuation gap between buyers and sellers. On the other hand, the volatile market environment reinforced the value of infrastructure as a potential hedge against both inflation and macroeconomic stress.

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