Infrastructure research – Page 3
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White papersRisks and rewards for renewable energy investors in 2023
How does 2023 look for the renewables industry compared to 2022?
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White papersESG: Carbon markets offer a compelling way to restore wildlife and nature
While most markets and investment managers around the world are focused on the challenges of inflation, rising interest rates and recessionary risks, the most urgent challenges we face are more existential in nature: namely, catastrophic climatic change and the accelerating collapse of our planet’s life-sustaining ecological systems.
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White papersWhat the energy transition means for infrastructure investing
The energy transition is providing numerous infrastructure opportunities as the world moves from hydrocarbons to renewable energy.
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White papersIPM – Edition December 2022
3Q22 was a challenging one for private markets. Spreads between risk-free rates have narrowed or even reversed, leverage costs have soared and the economic outlook has weakened further. In this environment, it is crucial existing portfolios are positioned against some of the headwinds we know are coming next year.
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White papersGlobal Data Centers: The Resilience of Digitalization
While the COVID-19 pandemic caused the largest economic shock in generations, it led to a significant increase in the mass adoption of advanced technologies. As we highlighted in our previous paper, the use of technologies that enabled remote working, distance learning and online entertainment and shopping resulted in unprecedented increases in global internet traffic and data volume.
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White papersIs Relief on the Horizon for Rising Construction Costs?
In the past year, construction teams around the world have been facing increased cost pressures with rising steel and lumber indices. Materials, commodities, labor and supervision, subcontractors, and opportunistic cost in general are escalating in many places.
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White papers2023 Infrastructure Outlook
The infrastructure sector remains resilient despite the market turmoil in 2022. Secular trends such as digitalization and decarbonization will continue to drive the need for new investments.
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White papers2022 IFM Investors Responsible Business Report
Our responsible business approach underpins our financial performance for our investors as we pursue our purpose, which is to protect and grow the long-term retirement savings of working people around the world.
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White papersFinding attractive relative value in sub-investment grade infrastructure debt
Many investors seek to mitigate the business and financial risks associated with infrastructure debt by primarily targeting the investment grade segment of the market. Such instruments are deemed to have a low risk of credit default by rating agency methodologies.
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White papersThe digital infrastructure that could help emerging markets leapfrog developed economies
There is a pressing need for emerging markets to develop versatile data technologies, but investment is vital to bring cost down to make it viable for people to use.
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White papersCar parks: real asset’s rough diamond
Car parks offer investors a great deal: proven resilience and an attractive risk-return profile. They also appear to be future-proof as they will facilitate decarbonisation by providing EV-charging facilities and increasingly act as inner-city hubs.
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White papersPrivate and listed infrastructure: The case for a complete portfolio
Investors appear to be struggling to deploy capital to meet existing allocation goals due to the challenges managers face in putting money to work in the private infrastructure market.
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White papersIs the time ripe? Contributing to carbon reduction with energy storage
Many factors have contributed to making entering this sector particularly interesting. The increased growth of the electric vehicle sector led to a broader global manufacturing capacity, which resulted in decreasing batteries costs. This has made the use of energy storage cost-competitive for the first time.
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White papersHow the Inflation Reduction Act boosts listed infrastructure
While its name doesn’t reflect it, the Inflation Reduction Act (IRA) signed into law in August 2022 is the most substantial U.S. legislation ever passed pertaining to climate policy. Approximately $370 billion of the $730 billion package is earmarked for energy and climate change programs.
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White papersAchieving absolute return with green energy credit
In Preqin’s ‘The Future of Alternatives in 2027’ report, Scott Lawrence, Partner at Glennmont Partners from Nuveen, recently discussed how clean energy managers with local presence, experience, and technical asset knowledge will be best positioned to capitalize on Europe’s increased demand for clean energy project financing.
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White papersLISTED INFRASTRUCTURE: Three win/win opportunities for investors and society in the U.S.
The electric grid is increasingly vulnerable to damage from storms and other natural events such as wildfires. Hardening the grid is therefore a major focus for utility companies in the U.S. today.
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White papersHow do you decarbonise transport - and why should investors care?
The transport sector, particularly in emerging markets, is extremely difficult to decarbonise. As governments recognise the need to act with more urgency, investment opportunities are appearing.
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White papersNext Wave of Physical Climate Risk
For any remaining sceptics, 2022 post-Covid summer has further confirmed that climate change is for real with new record length droughts, forest fires and the Rhine river at risk of running too low for commercial shipping.
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White papersTop 5 takeaways for infrastructure
The Inflation Reduction Act of 2022 is the most important US clean energy legislation in recent history. The bill gives investors unprecedented policy visibility that was previously lacking. Energy tax credits have been expanded to investments such as standalone energy storage, clean transportation, hydrogen etc., opening up new investment opportunities.
