Insights

Explore our selection of thought-provoking opinion pieces covering private markets, infrastructure investment, climate change, social risk, and more.
Featured image for “What do airspace closures, compound interest and aircraft manual subscriptions have in common?”

What do airspace closures, compound interest and aircraft manual subscriptions have in common?

Apr. 02, 2022
Answer: They are driving cost of international sanctions to investors in Russian airports In this research note, we look at the potential loss of value of Russian airports due to the war in Ukraine. Drivers of impact include the closure of a number of national airspaces to Russian airlines as well as related sanctions that have been imposed since the
Answer: They are driving cost of international sanctions to investors in Russian airports In this research note, we look at the potential loss of value of Russian airports due to. . .
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First Global Ranking of Infrastructure Investment Strategies

Mar. 23, 2022
 Boston Consulting Group and EDHECinfra present the results of the first global study of infrastructure investment strategies and performance The 2022 Rankings are organised into four categories, Global Peers, Home Peers, Manager Peers, and Asset Owner Peers, each of which includes a top-ranked peer group style based on their 2021 risk-adjusted performance. In a new report, “Infrastructure Strategy 2022. A
 Boston Consulting Group and EDHECinfra present the results of the first global study of infrastructure investment strategies and performance The 2022 Rankings are organised into four categories, Global Peers, Home. . .
Featured image for “How much do investors in Russian airports stand to lose?”

How much do investors in Russian airports stand to lose?

Mar. 21, 2022
International sanctions have to date had little impact on the value of Russian airports, but their apparent resilience may not last. Large losses are to be expected if the crisis continues. In a new research note, EDHECinfra shows that international sanctions have only destroyed a fraction of the value of Russia’s airport sector so far. As of March 2022, revenues
International sanctions have to date had little impact on the value of Russian airports, but their apparent resilience may not last. Large losses are to be expected if the crisis. . .
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Which infrastructure investor peer group outperformed in 2021?

Mar. 01, 2022
Has the direct `Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it still pay to invest in conventional merchant power? As they ramp up their exposure to the infrastructure asset class, investors face important strategic choices and portfolio construction questions: How should
Has the direct `Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it. . .
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Report: Q4 2021 Covid-19 Revenue Forecast Updates

Feb. 10, 2022
The Q4 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q3 2021 report and is presented following the TICCS® taxonomy of infrastructure companies TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that currently live in the EDHECinfra
The Q4 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q3 2021 report and is. . .
Featured image for “Q4 2021 Index Data Release – infrastructure equity marches on, while debt faces the tough reality!”

Q4 2021 Index Data Release – infrastructure equity marches on, while debt faces the tough reality!

Feb. 10, 2022
After three consecutive quarters of positive returns, infrastructure equity ended the year 2021 strongly at an all-time high. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD 250bn, breached the 9000-level after rising 4.58% in Q4 (local currency returns). In the full year 2021, the index returned 12.93%, approximately one-third of
After three consecutive quarters of positive returns, infrastructure equity ended the year 2021 strongly at an all-time high. The infra300® index, which tracks a representative global sample of unlisted infrastructure. . .