Institutional Investing in Infrastructure

March 1, 2022: Vol. 15, Number 3

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From the Current Issue

Infrastructure

2022 outlook and megatrends to watch

As investors increase their allocations to most asset classes, the investment world is accelerating, converging and decarbonizing, according to BlackRock’s 2022 Private Markets Outlook: Resilience and adaptation.

Infrastructure

Maryland P3 express lanes project will help roadways, taxpayers: Maryland’s P3 project will be financed based on tolls that commuters choose to pay, and the risk of insufficient traffic and revenue will be borne by the P3 company, not Maryland taxpayers

Some people are questioning the use of a long-term public-private partnership (P3) for the Maryland express toll lanes and American Legion Bridge replacement. Because P3s are complex, it’s not surprising that critics misunderstand this subject.

Infrastructure

The money talks virtually: Takeaways from part II of the i3 Editorial Advisory Board meeting

Infrastructure investing has become an increasingly popular destination for institutional capital in the past three years. That is partly due to the ability of the asset class to provide investors downside protection as market values continue to grow to high levels. It is also in part thanks to the macro trends of the energy and digital transitions, which are in the early stages of attracting capital to create decarbonized and more high-tech societies.

Infrastructure

As good as new: A value-add approach can help heal U.S. infrastructure

The COVID-19 pandemic laid many things bare. Among them, the ability of certain infrastructure assets to withstand an exogenous shock; and unfortunately, the fragility of others. Lower-risk core infrastructure assets, such as regulated utilities, were cemented as steadfast investment opportunities, while value-add and opportunistic assets, such as toll roads and airports, were thrown on shaky ground.

Infrastructure

Infrastructure 101: A guide to white papers and reports focused on infrastructure investing

Investors with mature private investment programs tend to have private exposure to major developed markets, such as the United States and Europe. While many of these investors have added Chinese exposure to their private programs over the last decade, interest has recently increased in less-trafficked Asian markets and more specialized European strategies. We expect this interest will continue to expand next year.

Infrastructure

Global listed infrastructure: Essential news and notes

The GLIO Index fell –3.4 percent in January after closing 2021 up 14.9 percent. Most sectors declined (in USD terms) in January, with the exception of energy transportation and storage, which added an impressive 8.5 percent. Electric (–2.9 percent), gas (–0.2 percent) and water utilities (–9.5 percent) all fell back in the first month of the year.

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