Institutional Investing in Infrastructure

May 1, 2021: Vol. 14, Number 5

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From the Current Issue

Infrastructure

2021 Long-term asset class forecast — infrastructure

The COVID-19 pandemic is unprecedented in terms of events and impact on underlying asset classes. In the infrastructure space, most subsectors have held up relatively well, with only temporary demand depression, given their essential service nature (e.g., utilities).

Infrastructure

The path to net zero: The drive to net zero is now on, and while the journey may generate risk — particularly for infrastructure — it is also presenting substantial opportunities for investment return

The United Nation's 2015 Paris Agreement on climate change aims to limit the average global temperature increase to “well below 2° Celsius.” Achieving this means reducing carbon emissions to net zero, that is, balancing the man-made greenhouse gases being added to the atmosphere with the amount being removed in the second half of the 21st century.

Infrastructure

ESG: What's in your infrastructure wallet?

Environmental, social and governance (ESG) investing is a relatively new term, and idea, among institutional investment managers. In 2004, then U.N. Secretary General Kofi Annan asked 50 CEOs of major financial institutions to participate in an initiative of the U.N. Global Compact, the Swiss Government and the International Finance Corp. The point of the exercise was to incorporate ESG issues into capital markets.

Infrastructure

Reflections from Americas Editorial: Advisory Board Meeting and i3 Roundtables

In early March, I officially became the new managing director of IREI’s Institutional Real Estate Americas platform. As of today, I also serve as the managing director of IREI’s Institutional Investing in Infrastructure (i3) platform. I don’t start this for a pat on the back, but for context on what an incredible opportunity it has been this past month to view our respective platforms through a more broad “real assets” lens.

Infrastructure

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

Ushered into existence by government subsidies and guarantees, the renewable energy infrastructure sector has grown into a diverse, global and highly competitive asset class. Appetite for renewable energy infrastructure among asset owners has been extremely strong, buoyed by ESG agendas, as well as broader demand for infrastructure as an asset class.

Infrastructure

Global listed infrastructure report: Essential news and notes

The GLIO Index of infrastructure companies advanced strongly (+7.3 percent) in March, to end the first quarter up 4 percent. Global equities ended Q1 up (+5 percent). The 10-year annualized USD return for the GLIO Index is 10.2 percent, similar to global equities but achieving this with 300 basis points lower volatility.

Infrastructure

Infrastructure remains essential: Investors and operators keep infrastructure services on track through the pandemic

More than a year has passed since the coronavirus first started to take hold, which led to many countries taking drastic action. There were immediate lockdowns, with restrictions on movement and travel, and many people were required to stay at home, all in an effort to limit the spread and reduce the strain on their healthcare systems.

Infrastructure

Hyperscale operators account for majority of data centers worldwide, and the segment is growing fast

The number of large data centers operated by hyperscale providers has more than doubled in the past five years, according to new data from Synergy Research Group. A hyperscale data center is a facility owned and operated by the company it supports, including cloud services such as AWS (Amazon) and Azure (Microsoft).

Infrastructure

On the cusp of an infrastructure renaissance: Financing and funding infrastructure in the United States

In part one of this feature series, we reviewed key dimensions of the U.S. transportation network. We turn now to the question of how infrastructure is financed (debt and equity) and how it is funded (direct and indirect revenues, which pay for that financing). How to finance our infrastructure needs is the Gordian Knot of the infrastructure world. It is no secret that the United States has fallen behind in renovating and developing transportation infrastructure to the tune of trillions of dollars.