REPORTS

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...

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...

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...

With two consecutive quarters of strong performance, the unlisted infrastructure asset class is inching closer to its all-time high of 2019, but a higher equity risk premia indicates persistent uncertainty in some sectors. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth approximately USD 250bn, rose 4% in Q3 (local currency returns), as the...

The Q3 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q2 2021 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that currently live in the EDHECinfra universe, based on the latest...

The unlisted infrastructure asset class continues its recovery from Covid-19 ending six consecutive quarters of losses. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth approximately USD 250bn, rose 2.45% in July’21 (in local currency) and almost reached the pre-pandemic highs from September 2019. On a 3-month basis, the total return was 6.08% (in...