Institutional Investing in Infrastructure

June 1, 2022: Vol. 15, Number 6

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From the Current Issue

Infrastructure

The next generation of decarbonization infrastructure: Combating climate change is one of the greatest humanitarian and economic imperatives of our time

The increased frequency and intensity of natural disasters costs nearly $250 billion per year; this is a cost increase of about 600 percent since the 1980s. With a global consensus that man-made greenhouse-gas (GHG) emissions are overwhelmingly responsible for climate change, we are witnessing mitigation efforts from both governments and corporates across the world on an unprecedented scale.

Infrastructure

GRESB sustainability trends: Implementation of environmental actions toward greenhouse-gas emissions reductions and net zero

In the March edition of Institutional Investing in Infrastructure (i3), we looked at data from the most recent GRESB Infrastructure Assessments to highlight the various greenhouse gas emission (GHG) emission targets that participating funds and assets had set for themselves.

Infrastructure

The search for yield: What is considered a good investment yield today, and how do investors find these opportunities?

Income yield and capital appreciation have long been hallmarks of infrastructure investments, but the search for yield has become more challenging as demand for infrastructure investments drives up prices and lowers return potential.

Infrastructure

History of U.S. infrastructure policies: A new asset class for institutional investors

Over the past 140 years, the United States has gone through these 11 phases of infrastructure development, and at each one of these phases there has been a different mix of financing strategies from full government participation, financing and administration; to public-private sector partnerships, participation, financing and administration; and finally to the modern era of telecommunications infrastructure, as reflected in the internet and edge computing, hyperscale data centers, and micro–data center networks.

Infrastructure

Aligning with managers: Fund managers can be a key ingredient for success

To an institutional investor, a fund manager can be a key ingredient for success. Offering insight, expertise and added value, the manager will oversee the portfolio on the investor’s behalf, maximizing its potential, and tailoring their services to specific needs.

Infrastructure

Put to the test: Infrastructure in the new market environment

Expectations for inflation in the last months of 2021 were mostly muted, with much of the discussion focused on the hope it would be transitory. But with inflation now reaching levels not seen since the 1980s, those hopes have retreated, and investors are grappling with what this new inflationary environment means for portfolios and investments.

Infrastructure

Global listed infrastructure: Essential news and notes

The GLIO Index of infrastructure companies fell back in April 4.6 percent and the year-to-date is down 1.7 percent. Global equities took a –8.3 percent hit in April, and year-to-date are well off the pace at –12.9 percent.

Infrastructure

Resilience and transition: Infrastructure outlook

Multiple disruptions are shaping the infrastructure sector, including the global net-zero focus, funding shifts driven in part by government stimulus packages, and digital transformation.

Infrastructure

Infrastructure 101: A guide to white papers, articles and reports focused on the basics of infrastructure and infrastructure investing

In April, the Intergovernmental Panel on Climate Change (IPCC) released the third and final part of its sixth Assessment Report, Climate Change 2022: Mitigation of Climate Change. This third report takes stock of the current trajectory of temperature rise based on global climate policies and examines various possible futures. Among its key findings are that to keep global temperature rise to 1.5°C by 2100, we must reach peak emissions by 2025, but that current policies, if not changed, would lead to a median of about 3.2°C temperature rise.