Q4 2022 infrastructure update – inflation, interest rate rises and energy crisis: what happened to infrastructure in 2022? February 3, 2023
EDHECinfra and FIDIC sign two-year partnership agreement on sustainability issues January 26, 2023January 26, 2023
Q3 2022 infrastructure update – infrastructure isn’t immune to market volatility October 15, 2022November 8, 2022
Q2 2022 infrastructure update – inflation linkage provides some relief from rising rates July 29, 2022July 29, 2022
The 2022 edition of TICCS® now includes sustainability mappings and hydrogen assets May 22, 2022May 22, 2022
Net Zero Investor: Challenges to net-zero infrastructure investing February 21, 2023February 25, 2023 Darwin Marcelo from EDHECinfra discusses how to overcome issues involving data and metrics to reach net-zero emissions in infrastructure investments….
The Conversation: The rise of renewables is not without risk for investors February 19, 2023February 25, 2023 While renewables are enjoying record profits, the risks faced by investors are also increasing! The authors of the article in The…
IPE Real Assets: Guest view – The denominatrix February 2, 2023February 2, 2023 In this article, Noël Amenc, Associate Professor, EDHEC Business School & Director, Scientific Infra, and Frédéric Blanc-Brude, Director, EDHEC Infrastructure…
The Actuary: Asset assessment of airports missing key data January 14, 2023January 14, 2023 In recent coverage of EDHECInfra’s airport report, reporters of The Actuary said that infrastructure investors are increasingly concerned that carbon…
Infrastructure Investor: Developing a taste for non-vanilla renewables January 3, 2023 Kalliope Gourntis analyses the trends in renewables investment and highlights that renewables have matured and gone mainstream. “Investors are going…
IPE Real Assets: UK introduces new windfall tax and plans to legislate Solvency II reforms November 18, 2022December 14, 2022 Richard Lowe reviews the windfarm industry in the UK and the impacts new tax plans could have to legislate Solvency…
IPE Real Assets: Renewables to become riskier investment unless storage keeps pace – EDHEC November 16, 2022December 2, 2022 Lauren Mills reflects on EDHECinfra’s latest report where the authors, Laurence Monnier (Director of 1PlanetInfra, Advisory Board member of EDHECinfra)…
Point Banque: TRIBUNE – Une (sur)performance amenée à durer pour les investissements verts? November 10, 2022December 27, 2022 L’été que nous venons de passer est la confirmation que les effets du réchauffement climatique sont plus forts et plus…
The Conversation: Investissements verts : une (sur) performance amenée à durer ? October 28, 2022February 24, 2023 L’été que nous venons de passer est la confirmation que les effets du réchauffement climatique sont plus forts et plus…
Le Journal du Dimanche: Pourquoi les investisseurs s’enthousiasment pour les énergies renouvelables depuis dix ans October 27, 2022December 19, 2022 Noël Amenc, professeur de finance et Frédéric Blanc-Brude, directeur de l’EDHEC Infrastructure Institute, reviennent sur l’engouement des investisseurs pour les projets…
Deal of the month: $1.77bn for Scottish Energy Transmission Stake February 7, 2023February 7, 2023 SSE plc has sold a 25% stake in its SSEN Transmission SPV, which operates the energy transmission network in the north of Scotland, to Ontario Teachers’ Pension Plan Board for…
The Denominatrix Effect February 2, 2023February 4, 2023 Why suffer at the hands of the denominator effect when the true market value of private assets is available? When one asset class in a portfolio underperforms (or outperforms) markedly,…
Energy Crises and Infrastructure Investing December 20, 2022February 7, 2023 This year has been a very interesting one for infrastructure investors, especially energy infrastructure investors. The war in Ukraine led to massive dislocation in energy markets, this combined with outages…
Insights by Vincent Levita on market shocks and infrastructure investment December 16, 2022February 4, 2023 With the support of LTIIA, EDHECInfra recently published a new paper “Is Infrastructure Shockproof?” examining the resilience of infrastructure equity investments during market downturns, 2000-2022. We spoke with Vincent Levita,…
EU renewable energy revenues grows 7% in Q3 October 20, 2022November 30, 2022 The cut in gas flows from Russia to Europe has had a significant impact on the electricity market in Europe, but not for reasons that you might expect. In response…
UK Mini-budget destroys $6.5bn of infrastructure investor value October 17, 2022December 8, 2022 Well, what an interesting month it has been. The shortest and perhaps most chaotic term of any UK Prime Minister ended abruptly leaves a lot to be said. But it…
Appraising valuations October 10, 2022January 26, 2023 In July the FT reported ($) that Calpers suffered losses on both its fixed income and public equity portfolios of almost 15% for the year ending June. Meanwhile, its private asset…
An Open Letter to ClientEarth, WWF’s European Policy Office, Transport & Environment (T&E), and BUND (Friends of the Earth Germany) September 29, 2022October 27, 2022 Dear Sir/Madam, Following your announcement on September 19, 2022, that you were taking legal action against the European executive to prevent fossil gas from featuring in the European Union’s sustainable…
Wanted: data on pricing climate risks September 28, 2022January 26, 2023 Private markets function on data – but the data to accurately price climate risks in investment decisions is sorely lacking. We must urgently fill this information void or private finance…
Did Alteria overpay for the Chicago Skyway? September 22, 2022January 26, 2023 On September 14, Atlas Arteria announced it acquired a 67% majority stake in the Chicago Skyway Toll Bridge for US$2 billion. This was in sharp opposition to the views of…
