Infrastructure research – Page 7
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Infrastructure in a post-COVID world – June 2020
COVID-19 and the end of infrastructure as we know it?
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COVID-19 and data infrastructure: Will demand translate into profit?
During the initial outbreak of COVID-19, we published a report on the underlying long-term trends supporting data infrastructure. Since then, much about the world as we knew it has changed. Laurence Monnier assesses how many of the trends we identified remain intact and whether the surge in demand for data services and infrastructure will translate into investment opportunities.
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Perspective: Renewable Energies
Greta Thunberg, #FridaysForFuture and climate protection currently receive much attention. Greta is cheered on, we point an accusing finger at others, and yet people still buy strawberries in winter. In the current debate on climate protection, two different yardsticks are used. We criticise other people’s behaviour, but have a blinkered view of our own behaviour, seeing only what we want to see.
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COVID-19: Is there still a premium for illiquidity?
One of the immediate consequences of the COVID-19 pandemic has been a marked reduction in investors’ risk appetite. But will their appetite for the illiquidity premium in private markets also disappear? Laurence Monnier explores.
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Which U.S. cities will best weather the pandemic?
As volatility climbs across all global financial markets amid the coronavirus pandemic, investors are wondering where to turn to find opportunities. Real estate is no exception.
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COVID-19 and beyond: Three predictions for transport infrastructure
Constant reminders that COVID-19 ‘does not discriminate’ seem in stark contrast to the social and economic consequences playing out in front of us. Some sectors are clearly being hit harder than others – perhaps none more so than transport. Laurence Monnier looks at the long-term implications for the industry and its supporting infrastructure.
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Infrastructure debt’s resilience is in its DNA
Infrastructure debt has been more stable than corporate debt over the past 35 years, but faces a stern test as coronavirus rocks markets. We look at what lends it such stability.
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Infrastructure debt’s resilience is in its DNA
Infrastructure debt is not immune to a severe economic downturn, but the global financial crisis has left the asset class stronger. We explain why.
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The Coronavirus Pandemic: Impact on the European renewable energy market
Coronavirus disease 2019 (COVID-19) is an infectious disease, which was first identified in December 2019 in Wuhan, the capital of China’s Hubei province, and has since spread globally, resulting in the ongoing 2019–20 coronavirus pandemic.
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Outlook special – Potential impact of COVID-19 on global infrastructure markets
Pinpoint economic forecasts are unrealistic; of most relevance to infrastructure investors is the likely sharp contraction in GDP growth (at least in the short term), lower oil prices and stress in the credit markets.
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The implications of COVID-19 for real assets
The human cost of COVID-19 is likely to rise significantly, along with its impact on economies and financial markets as nations enact measures to contain its spread. We summarise recent developments and what they might mean for European real assets markets.
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Real Assets House View
No one ever said predicting the future was easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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Managing & Pricing Climate Risk February 2020
As real estate assets face significant climate change related risks, investors are shifting their focus to avoid obsolescence risk.
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Private assets in 2020: What next?
Interest in private assets will continue to grow over the next year. Our experts across private equity, private debt, real estate, infrastructure and insurance-linked securities, highlight what to expect.
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Intangible infrastructure: Storing and transmitting data
The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.
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Secure income and green infrastructure: an unlikely marriage?
How to source stable, long-term cashflows with a strong ESG focus
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Spotlight on listed infrastructure - The attractions to pension schemes
Infrastructure typically gives investors access to regular, reliable and secure cashflows that grow over time and thus provide some protection from inflation generated from real, physical assets.
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Low rates, northern lights and net zero: UK infrastructure in 2020
In the second of a two-part series, Darryl Murphy assesses the current state of the UK infrastructure market and the likely drivers of transaction activity in 2020.
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From Management to Usage: Innovations Are Shaking up Real Estate
Increasing focus on ESG criteria, new technologies, innovative services: opportunities to improve the performance of real estate assets abound. Today, financial advantages and cost savings go hand in hand with new experiences in terms of use and comfort for occupants. These are very real opportunities, which Amundi Real Estate leverages fully; nonetheless, their proliferation calls for rigorous selection and screening processes, according to Jean-Marc Coly, CEO of Amundi Real Estate.
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Real Assets Study
Our Real Assets Study provides insight into European institutional investors’ appetite for real estate, infrastructure, private corporate debt and structured finance. It highlights the need to address ESG issues, looks at whether supply can meet demand, as well as gauging the potential impact of global challenges such as trade wars.