Long-term trends and effects on infrastructure prices. In search if a new approach

2021thu23sep3:20 pmthu4:30 pm3:20 pm - 4:30 pm(GMT+00:00) View in my timeLong-term trends and effects on infrastructure prices. In search if a new approach

Time

(Thursday) 3:20 pm - 4:30 pm(GMT+00:00) View in my time

Event Details

Despite the negative effects caused by the pandemic in 2020, infrastructure has proved to be a very
resilient asset class. Investors have not changed their attitude in committing a stable – and in some
cases an even larger – amount of resources to this asset class. To a certain extent, this does not come
as a surprise considering the typical features of infrastructure: a long life cycle, stable cash flows,
inflation protection, illiquidity and regulatory risk.

Yet, these same features pose an important challenge to research dedicated to the asset class. Being
infrastructure investors exposed to a long term investment horizon, it is important to understand the
equilibrium price dynamics and the variables that influence them. The understanding of these long
term relations is key to define strategic asset allocation choices and to tactically modify the portfolio
composition in response to the deviations from equilibrium prices.

The Event presents the results of the third of the five-year research plan carried out under the Antin
IP Associate Professorship in Infrastructure Finance and focuses on the long term dynamics of
equilibrium prices for the infrastructure asset class.

A panel of discussants will follow the presentation of the results of the research pointing on the
scenario opened by the outbreak of the pandemic and on the expected future developments and
opportunities for the asset class.

speaker(s)

Frederic Blanc-Brude

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