Institutional Investing in Infrastructure

May 1, 2019: Vol. 12, Number 5

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From the Current Issue


Bridge over troubled water: To weather tough economic times, more investors are considering listed infrastructure

Historically, the infrastructure asset class has only been accessible to the private sector — large institutional investors, such as pension funds or life insurance companies, looking for long-term stability, who had the necessary upfront resources. Since the early 2000s, however, publicly-traded listed companies have emerged on the investment landscape, creating new ways to deploy funds.


Clean energy’s quiet revolution: Perception is becoming reality

The public perception of U.S. clean energy has undergone a major shift. In a recent survey [by Maslansky & Partners on behalf of Edison Electric Institute], 70 percent of respondents said the United States should produce 100 percent of its electricity from renewable energy sources; more than half thought renewables were a good idea even if they raise energy bills.


The global listed infrastructure report: Essential news and notes

The following report reviews highlights of some of the events and trends affecting global listed infrastructure companies in recent months. The Global Listed Infrastructure Organisation’s (GLIO) coverage of core infrastructure companies displays a rolling one-year performance (March to March) of 12.1 percent, with the telecom infrastructure (27.2 percent) and energy transportation (20.3 percent) sectors leading the way. Long-term U.S.-dollar annualized total return (15 years) for global listed infrastructure is 10.8 percent versus 7.5 percent for global equities. Listed infrastructure achieves this with approximately 300 basis points lower volatility compared against equities.


A conversation with Marshall Macomber: the U.S. P3 market

Marshall Macomber is president of ThinkP3, a consultancy that helps elected leaders, the media and taxpayers better understand P3s and how they work. Prior to ThinkP3, Macomber served in government for more than 12 years in Washington, D.C., working in the U.S. House of Representatives as a top aide to Congressperson Mike Rogers of Alabama, the founder of the Congressional P3 caucus. I3 senior editor Drew Campbell spoke with Macomber about the P3 market in the United States and, in particular, the Environmental Protection Agency’s newly established Water Infrastructure Finance and Innovation Act program that helps state and municipal water departments with public and private investment.


All roads lead to innovation: The changing landscape of infrastructure is being influenced by new technological breakthroughs in user data. How does this impact investment?

Infrastructure is a numbers game. When considering investment in the asset class, institutional investors will want to know such things as the lifespan of an asset, building and maintenance costs, long-term leases and, of course, revenue. But some new numbers are making certain realities come to light that investors should take note of — namely how technology will be needed, or incorporated into, and used to build and maintain the infrastructure of the future global economy.

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