Institutional Investing in Infrastructure

October 1, 2019: Vol. 12, Number 9

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From the Current Issue


Making the turn: A tipping point on climate change has arrived, but the speed of the transition from fossil fuels will determine winners and losers

If you sense something has changed in the aftermath of the latest category five hurricane to hit North America, you’re right. It has. Look at some recent headlines: “Why are hurricanes like Dorian stalling, and is global warming involved?” “Germany’s finance minister says ‘restart’ with massive climate investments needed to curb emissions” “Global leaders call for urgent action on climate adaptation” “A call to action to the global energy industry: Why the energy mix is not changing nearly as quickly as the world needs it to” “$20 billion fund in Denmark divests from 10 major oil companies, citing ‘poor returns’” “Thinking Ahead Institute cites global temperature change as top extreme risk for investors”


Social study: Social infrastructure demand continues to soar, but cracks in the P3 model limit fulfillment

Something of a paradox exists at the heart of the social infrastructure market. Demand for investment has ballooned to create a multi-trillion-euro-size funding gap across Europe and the United States, leading to a demand that governments and private capital combined cannot meet. Such is the scale of global demand that institutional investors have constructed investment strategies around the aligned interests of social assets and required investor returns.


The space economy: Yes, infinite infrastructure investment opportunities — but also some outsize ambitions

Space is more important to modern business than most investors realize. It plays a role in making food, pricing insurance and steering self-driving cars. While moon-shot projects from SpaceX and Blue Origin drive headlines, the Earth-facing space economy is booming thanks to plummeting costs of entry. As tech companies large and small compete to launch thousands of satellites, it is easy to forget that space used to be the domain of national governments. Today, it is fast becoming the arena of private enterprise.


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 (GLIO) Coverage of core infrastructure companies displays a rolling one-year performance (August to August) at 1.3 percent, with the Telecom Infrastructure (8.2 percent) and Electric Utilities (4.6 percent) sectors leading the way for the same period.


Assaults on infrastructure: Malware attacks shoot up 200 percent through midyear, reports IBM

If you have noticed a recent uptick in cyberattacks targeting infrastructure and government facilities, you are not alone. Aside from using more sophisticated capabilities, the attacks are coming at us with an alarming frequency. Now, according to a new study by IBM’s X-Force Incident Response and Intelligence Services (IRIS) team, destructive attacks devised with an intent to wipe data and shut down critical systems have increased by a whopping 200 percent over the past six months.


Global listed infrastructure: Playing offense with defensive assets

Global Listed Infrastructure: Playing Offense with Defensive Assets was published in May by the Brookfield Public Securities Group. The full article, footnotes and disclosures are available at Infrastructure assets, the backbone of the modern economy, provide essential services for everyday life. They facilitate the flow of electrons on a wire, hydrocarbons through a pipeline, cars on a toll road and data transmitted among cellular towers, along with many other important functions.


The promise and potential of sustainability metrics for infrastructure investors

This is the first of a two-part series on sustainability metrics for infrastructure investors. Guggenheim Investments, in collaboration with the World Wildlife Fund, commissioned Stanford’s Global Projects Center for the report used in this series, State of the Practice: Sustainability Standards for Infrastructure Investors. The first article includes a review of the tools available to institutional investors and their managers, and examines their potential to promote sustainable infrastructure projects for the industry. The second article will be featured next month and will focus on the challenges facing widespread adoption of investor sustainability metrics in infrastructure, and a look ahead at potential opportunities for change. The complete 96-page report is available at

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