All Infrastructure articles – Page 29
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White papersBuild, 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 papersTalking Points – Infrastructure debt in a COVID-19 world, June 2020
When will infrastructure companies be able to get back to “normal”?
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White papersHow 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.
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White papersCommercial Aviation Market Improving, Recovery Time is Uncertain
While the length and depth of this crisis remain uncertain, industry insiders are confident in aviation’s resiliency and ability to recover.
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White papersThe EU Green Deal: shaping infrastructure impact investing
Generali Global Infrastructure (GGI) Managing Partner Gilles Lengaigne and Senior Advisor Stéphane Voisin, discuss how the EU Green Deal is consolidating GGI’s impact investment strategy and, more broadly, the historic opportunity for infrastructure investors to engage in outcome-based investment approaches.
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White papersInfrastructure in a post-COVID world – June 2020
COVID-19 and the end of infrastructure as we know it?
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White papersCOVID-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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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.
