All Infrastructure articles – Page 10
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White papersThe struggle for renewables in Japan
With most nuclear power still offline in Japan in the wake of the Fukushima disaster, the country is unlikely to meet its target to reduce its greenhouse gas emissions unless it ramps up its renewable energy capacity. Engager Haonan Wu examines the challenge.
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White papers
From Drought to Deluge (Chapter 6 of 6)
On August 25, 2017, Hurricane Harvey made landfall on the US coast just south of Houston, Texas. After pushing inland, the storm ran against a ridge of high pressure, blocking its forward movement. As most tropical cyclones do, the storm carried with it a prodigious amount of moisture.
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White papers
Water Markets Are Key to Properly Valuing Water (Chapter 5 of 6)
Obviously, Adam Smith didn’t know about climate change when he wrote about water’s value in exchange—if only he could see us now! What he did get right was that the value of any good is very much based on the value of exchange. When Smith was writing his magnum opus that formed the basis of free market capitalism, water was an abundant resource in many places.
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White papers
Directly Engaging To Understand Water Risk - (Chapter 3 of 6)
We’ll now focus on risk and use fixed income investing as our lens. Firms with water intensive business operations and those operating in areas of water stress—where water withdrawals are high relative to supply—face the risk of having to pay higher water prices or losing access to water supply.
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White papers
Water-related Risks in Equities (Chapter 2 of 6)
Water risk impacts investors’ equity holdings in two simple, yet key, ways: decreased revenues and increased costs. These risks manifest operationally, potentially impacting or preventing a company’s day-to-day operations, and through the company’s understanding and management of risk via its water and wastewater management plans.
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White papers
Water Disruption: Investment Risk From Multiple Angles (Chapter 1 of 6)
(Chapter 1 of 6) Before the well runs dry: The time for investors to understand water risk is now.
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White papers
Prime time: How streaming is reshaping film and TV
The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.
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White papers
Disruptive technology in the COVID-19 era
Within the global economy, COVID-19 has acted as a formidable accelerator of trends driving disruptive technology. Valuations of information technology stocks have soared, raising questions about the extent of the rally. Guy Davies, chief investment officer for fundamental active equities, explains why this time may be different.
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People News
KGAL enlarges Infrastructure capabilities with senior appointments
Increasing focus on new Energy Transition asset class
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White papers
Disruptive technology – The drivers and the challenges
Disruptive technological change will continue to proceed along multiple dimensions, through innovations in products and processes as companies harness innovations from research and development in both the commercial and academic spheres, although the two are increasingly intertwined.
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White papers
2020 versus 2008: What’s changed for European infrastructure debt?
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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Asset Manager News
GLP and CATL Announce Joint Venture to Expand New Energy Applications Aimed at Advancing Sustainability in Logistics and Transportation
Combined strengths from both companies to expand new energy initiatives in logistics and transportation through asset-as-a-service model
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Asset Manager News
Suez and Vauban Infrastructure Partners Strengthen their Partnership with a €1 Billion Investment in France
SUEZ and Vauban Infrastructure Partners, an affiliate of Natixis Investment Managers, announced the creation of “SUEZ Investissement Local” in July. The partnership focuses on financing projects in the water and waste industries, targeting initial funding of €500 million in France by 2025.
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White papers
Weathering the storm with infrastructure debt
Investors looking to invest in assets that can stand the test of economic gyrations and come through crises such as the COVID-19 pandemic can find hope in the solidity of infrastructure debt – financial instruments used to fund projects involving large tangible assets such as power plants and roads, argues Karen Azoulay, head of infrastructure debt.
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White papers
The cost of capital of motorway concessions in France – A modern approach to toll regulation
The high level of tolls on privatised highways is a sensitive matter in French politics.
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White papers
Fibre broadband: The need for speed
Lockdown measures imposed during the COVID-19 pandemic have highlighted the importance of digital connectivity. Tim Perry looks at the investment opportunities and challenges associated with European economies transitioning from copper to faster fibre broadband networks.
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White papers
Build, build, build: the road to recovery and returns?
Infrastructure is in the spotlight as governments look to repair their economies after Covid-19. We look at how infrastructure equity works and where we see the best opportunities.
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White papers
The Impact Of The Covid-19 Crisis On European Logistics: Some Thoughts
When we discuss about changes, dynamics and expectations in the logistics sector, in parallel we talk about the evolution of the supply chain. It is now well-known that the coronavirus outbreak has upset supply chains around the world. Interestingly enough, this is not the first time that an unexpected event has had a disruptive effect on the European supply chain. For example, the French lorry drivers’ strikes in November 1997 was the fourth of such industrial actions seen in France in 13 years.
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Asset Manager News
KGAL secures €100 million in infrastructure refinancing to enhance long-term return potential
Favourable market conditions create opportunities to optimise financing for 16 wind farms
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White papers
How to build back better, greener and faster: A 10-point plan for UK infrastructure
Boris Johnson has called for an ‘infrastructure revolution’ to help lift the UK economy out of its coronavirus-induced malaise. Private capital could and should play a large role alongside the public purse in delivering on that ambition, as Darryl Murphy sets out in a blueprint for the industry.
