REPORTS

Our analyses covering private equities, private infrastructure and infra debt markets.
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Q2 2022 infrastructure update – inflation linkage provides some relief from rising rates

Jul. 29, 2022
Even if partial, and limited to certain sectors, inflation-hedging characteristics of the infrastructure asset class were on display in this quarter, as the higher cash flow forecast somewhat offset the negative impact of higher interest rates. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD 200bn, ended the quarter lower by...
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Report: Q2 2022 Revenue Forecast Updates

Jul. 20, 2022
The Q2 2022 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q1 2022 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 700+ companies that are currently live in the EDHECinfra universe, based on the...
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Report: Q1 2022 Covid-19 Revenue Forecast Updates

Apr. 20, 2022
Report: Q1 2022 Covid-19 Revenue Forecast Updates The Q1 2022 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q4 2021 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 700+ companies that are currently live...
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Which infrastructure investor peer group outperformed in 2021?

Mar. 01, 2022
Has the direct `Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it still pay to invest in conventional merchant power? As they ramp up their exposure to the infrastructure asset class, investors face important strategic choices and portfolio construction questions: How should...
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Report: Q4 2021 Covid-19 Revenue Forecast Updates

Feb. 10, 2022
The Q4 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q3 2021 report and is presented following the TICCS® taxonomy of infrastructure companies TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that currently live in the EDHECinfra...
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Q4 2021 Index Data Release – infrastructure equity marches on, while debt faces the tough reality!

Feb. 10, 2022
After three consecutive quarters of positive returns, infrastructure equity ended the year 2021 strongly at an all-time high. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD 250bn, breached the 9000-level after rising 4.58% in Q4 (local currency returns). In the full year 2021, the index returned 12.93%, approximately one-third of...