Institutional Investing in Infrastructure

September 1, 2022: Vol. 15, Number 8

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From the Current Issue

Infrastructure

Creating the conditions for collaboration: Thinking globally and acting locally at a Cornell-Cambridge event to enable investment in the energy and digital transitions

In July, I visited Cornell University’s Tata Innovation Center in New York City for a six-day workshop hosted by the Cornell Program in Infrastructure Policy, the Cambridge Centre for Smart Infrastructure & Construction, the Engineering and Physical Sciences Research Council and the National Science Foundation.

Infrastructure

Rockefeller’s next revolution: Extending clean energy to 1 billion people in Third World countries

There are nearly 3 billion people on the planet who consume less than 1,000 kilowatt hours per year of energy and electricity — one-twelfth of what the average U.S. citizen consumes. But those energy misers are going to consume increasing amounts of energy over time, which naturally leads to this question: Is that energy going to be generated by more coal, or will renewable electrification and new energy technologies be able to reduce air pollution and mitigate climate change?

Infrastructure

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

In this EDHECinfra survey, we asked a large sample of investors in infrastructure why they need to have access to ESG data i.e., non-financial data, for the assets they hold or want to hold. We examine three main questions: 1. What is the main purpose or use-case of nonfinancial (ESG) data for investors in infrastructure? 2. What risks most require non-financial data to make better investment decisions in infrastructure? 3. What kind of data is the most useful and relevant to make such decisions?

Infrastructure

Global listed infrastructure: Essential news and notes

The GLIO Index of infrastructure companies fell in June (–6.3 percent), and year-to-date is now on negative ground (–6.1 percent). Global equities continued their decline (–8.6 percent) in June, meaning at the halfway point of 2022 they were down (–20.1 percent).

Infrastructure

All eyes on inflation-protected infrastructure as prices soar

After nearly a decade of subdued inflation, the COVID-19 pandemic and geopolitical events have brought significant price pressures back to the world. The impact of inflation, and subsequent central bank action, has been swift and severe this year, with growth-style equities and fixed-income markets facing particular punishment.

Infrastructure

Inflation, recession, stagflation — Oh my! How will infrastructure perform in our new economic and market environment?

Central banks everywhere seem to have finally realized the severity of inflationary developments. For quite some time, policymakers debated whether the price-rise in energy, food, transportation and housing was a blip caused by the economic bounce-back after the COVID shutdown, or whether it was longer term and more endemic.

Infrastructure

The power of people: How diversity, equity and inclusion can unlock value in the investment world

For most of its time as a leading initiative in the investment and business worlds, environmental, social and governance (ESG) has focused on the E, but the S is now taking more prominence with diversity, equity and inclusion (DEI) initiatives becoming a larger part of the conversation.