Insights

Opinion pieces from the team, and uses cases covering private markets, infrastructure investment, climate change, social risk, and more.

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Q3 2024 infraGreen Index Release

Nov. 08, 2024
As an ESMA-registered benchmark for private renewable infrastructure investments, the infraGreen index accurately reflects the performance of unlisted companies in the renewable energy sector. The index recorded a 5.03% total return in Q3, driven by interest rate cuts and a lower equity risk premium, leading to higher valuations. Among the highlights of Q3 2024: The infraGreen index saw an improvement in
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Q3 2024 infra300® Index Release

Nov. 08, 2024
The infra300® index, widely recognised as the industry benchmark for infrastructure performance, tracks the monthly returns of 300 unlisted infrastructure companies worldwide. The index saw a 5.59% total return in Q3, with the Transport and Renewable sectors being the primary drivers. The index spans a diverse range of sectors, offering a comprehensive view of global infrastructure market trends and performance.
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infraMetrics® Asset Valuation Methodology

Oct. 04, 2024
The infraMetrics asset pricing model allows estimating the fair market value of unlisted infrastructure equity investments in a robust and dynamic manner. It improves greatly on traditional approaches which tend to generate backward-looking or ‘stale’ net asset values that are not aligned with the level of market prices at the time of reporting.
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Q2 2024 infra300® Release: Implications for Infrastructure Revenues of Economic Slowdown and Political Uncertainty

Jul. 18, 2024
The Infra300® Equity Index is a comprehensive global index representing the monthly total return of 300 unlisted infrastructure companies. This ESMA-registered market benchmark for private infrastructure investments is meticulously designed to provide an accurate reflection of the performance of the unlisted infrastructure sector by tracking various TICCS® segments, ensuring a broad and detailed representation of the unlisted infrastructure universe. Quarter-over-quarter,
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Q1 2024 Infrastructure Update

Apr. 30, 2024
In Q1, we noticed that core inflation remains persistent, suggesting that central banks are more likely to maintain current high interest rates for a longer period. Additionally, gas and oil prices have risen recently due to renewed concerns over potential escalation of geopolitical tensions and OPEC production cuts, further contributing to price pressures. The increase in oil prices can be
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Q1 2024 infraMetrics Data Release: Infrastructure started 2024 in positive territory

Apr. 19, 2024
The infrastructure asset class experienced low and positive returns in the first quarter of 2024 led by the uncertainty regarding monetary policy in Europe and the United States that is keeping investors on their toes. The infra300 index, a global unlisted infrastructure equity index comprising of 300 assets with a total market capitalization of USD 306 billion, has witnessed gradual