All Infrastructure articles – Page 24
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White papersCOVID-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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White papersA letter from Asia
As the initial epicentre of the coronavirus, many lessons can be learnt from China: For example, the importance a swift government response (resting on lessons learnt during the SARS outbreak in 2002-2003) with total or partial lockdowns across many cities alongside other mobility restrictions and intensified health screening.
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White papersWhich 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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White papersCOVID-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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White papersSmart meters, smarter energy
By installing smart meters at more than 1,000 of its German properties, PATRIZIA is helping create a more flexible, sustainable energy grid.
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White papersThe value of connected buildings
4ORTY in London has been awarded WiredScore gold certification for its outstanding digital infrastructure
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White papersInfrastructure 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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White papersInfrastructure 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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White papers2020 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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White papersThe impact of COVID-19 on UK infrastructure
As well as its profound human impact, COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets. But beyond the short-term uncertainty, UK infrastructure stakeholders are looking for clues as to how the crisis could influence the market’s longer-term prospects.
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White papersHow Could Covid-19 Affect 5G?
The way we live, work and learn has shifted markedly since the Covid-19 outbreak. With greater reliance on online resources, we see an increased demand for faster network speeds that could be enabled by 5G. How could the pandemic affect 5G rollouts? Where are the opportunities? Watch YT Boon, Director of Research – Asia, as he shares his insights on the demand for this service.
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White papersOutlook 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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White papersThe 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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White papersReal 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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Asset Manager NewsPATRIZIA opts to go green in France
As part of its sustainability drive, PATRIZIA AG has switched over to renewable energy sources in France.
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Asset Manager NewsPATRIZIA elevates lift management to a higher level
PATRIZIA AG has overhauled its lift management process, slicing suppliers and cutting costs
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White papersUnlevered Infrastructure Equity: Delivering in CDI
Cashflow-driven investing (CDI) generates predictable, attractive cash flows to meet liabilities when they fall due. Although a wide range of reliable, income generating assets can be included within a CDI strategy, discussions about which alternative asset classes to include are often limited to private debt, particularly infrastructure and real estate financing.
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White papersManaging & 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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White papersIntangible 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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White papersSecure income and green infrastructure: an unlikely marriage?
How to source stable, long-term cashflows with a strong ESG focus
