Institutional Investing in Infrastructure

October 1, 2020: Vol. 13, Number 9

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From the Current Issue


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

The move toward a global energy transition is underpinned by the collective need to limit the most severe impacts of climate change as well as to foster more sustainable economic growth. Floating photovoltaic power stations on Chinese lakes, integrated carbon capture technology on large-scale power plants in Canada, and decentralized urban wind turbines on Singaporean rooftops are just a few examples of how radical innovations in clean energy technology are fueling the global energy transition.


The global listed infrastructure report: Essential news and notes

As we continue to battle with COVID-19, infrastructure in its many forms will be critical to the future recovery. Put simply, there is no return to growth without roads, railroads, airports and ports, essential utilities and renewables, energy transportation and communication infrastructure — and these are the backbone of the GLIO Index.


Questions for ESG: Living up to the potential takes critical thinking and honesty

I’m a cautious advocate for ESG. Cautious not because I don’t believe in the basic principles, but mostly because ESG became widely adopted during an upcycle when resources could be dedicated to a relatively new business segment. During a year full of crisis management, ESG is still at the forefront of discussions, with many managers we work with pointing to ESG specifically as a differentiator in navigating 2020 effectively.


Why infrastructure and why now? A perfect storm for opportunity

As global markets consolidate in the eventual aftermath of the COVID-19 pandemic, investors should focus their attention on what we regard as the highly advantaged cyclical and secular position in which the Global Listed Infrastructure (GLI) universe finds itself. Over the next two decades, a reimagining of the global economy, spurred by a decarbonization effort that is already under way, will completely transform the nature of energy production and consumption, requiring massive investment in clean energy, power grids, transportation platforms and data needs.


Investing in the low-carbon transition after COVID-19

The COVID-19 pandemic and its aftermath pose challenges as well as opportunities for the low-carbon transition agenda. Several governments have deprioritized climate commitments to boost their flagging economies, resulting in policy reversals and delays that threaten to slow the low-carbon transition. The United States saw the relaxation of several environmental regulations and fines during the height of the pandemic, as well as a shift in environmental review processes. In China, Beijing approved more coal-fired plants in the first three weeks of March 2020 than were approved in all of 2019.


Making risk work: The investment choices in infrastructure have matured and multiplied, giving investors more tools to manage and take risk

The saying, you have to spend money to make money, is well known, and while it is also true, the phrase does not go quite far enough for a risk-focused investor. Before making an investment, an investor performs due diligence to understand, among other things, whether they are being paid appropriately for the risks they are taking. This is what is meant by risk-adjusted return, and there are categories that explain the relationship between returns and their associated risks, from core and core-plus to value-added and opportunistic.

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