All Infrastructure articles – Page 22
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White papers
Senior infrastructure debt vs fixed income: which poses fewer challenges for investors?
Senior infrastructure debt is shielded from many of the challenges that face traditional fixed income in a zero-rate world. We explain why.
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White papers
Real Assets Study 2020 - Navigating disruption: challenges and opportunities
Real assets have been in the eye of the storm during the coronavirus pandemic – but according to our study, the worlds of infrastructure, real estate and private debt, still retain their appeal, even if fundamental changes are affecting them.
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White papers
2020 GRESB Infrastructure Assessment results
REPM demonstrates market leading performances across the board in the 2020 GRESB Infrastructure Assessments despite a more competitive peer group environment. 100% of REPM’s submitted infrastructure funds achieved 5-star status, the highest recognition available reflecting top quintile performance.
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White papers
The 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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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
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
Top 10 with… Interview with Roland Hantke on Multi-Managers Infrastructure
Infrastructure is undergoing a seismic shift. Several years ago infrastructure funds would raise around USD 30-40 billion per year. Today this number is at the USD 100 billion3 mark and growing. Roland Hantke, Head Multi- Managers Infrastructure (MM INFRA) explains to us how infrastructure has evolved as an asset class and how MM INFRA is well positioned to cater for increasingly specialized client requirements.
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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
Talking Points – Infrastructure debt in a COVID-19 world, June 2020
When will infrastructure companies be able to get back to “normal”?