We examine the impact on the risk profile of wind and solar power investments of the increasing dominance of renewables in the energy mix of a given country, using the case of the UK whose economy has made a rapid transition to renewables and away from coal.
The Pricing of Green Infrastructure: The realised and expected financial performance of green power infrastructure investment, 2010-2021
In this paper, we examine the impact on realised performance of the permanent shift in investor preferences for low carbon energy investments, and how it relates to the expected returns of green power investments.
Q2 2022 infrastructure update – inflation linkage provides some relief from rising rates
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 …
Report: Q1 2022 Covid-19 Revenue Forecast Updates
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 …
Which infrastructure investor peer group outperformed in 2021?
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 …
Report: Q2 2021 Covid-19 Revenue Forecast Updates
The Q2 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q1 2021 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that are currently live in the EDHECinfra universe, based on the …