EDHECinfra in the news
top1000funds: Investing in infra: living dangerously?
Publication date: 2020-05-04

An short piece on what covid-19 means for benchmarking infrastructure investments published in top1000funds.

“What can infrastructure investors do this year with benchmarks absolute returns benchmarks defined as the risk-free or inflation rate plus a spread or 400 or 500 basis points? Is everyone who invested in transport and probably any merchant asset going to underperform? Or is it not more relevant to ask how they are doing relative to the market given the investment choices they have made? With such bad benchmarks, it is not possible to tell who made the right choices and who didn’t.

The COVID-19 lockdowns did not change the risk profile of the infrastructure assets that investors hold today. They are the same infrastructure assets than the ones they held at the end of 2019. Their long-term value, business and financial risks are unchanged. Neither has their potential obsolescence in a lower carbon economy, or any long-term trends of the usefulness of certain types of infrastructures.”

top1000funds: Investing in infra: living dangerously?
infraMetrics™ by EDHECinfra

DISCLAIMER

  • The information contained on the EDHECinfra website (the “information”) has been prepared by EDHECinfra® solely for informational purposes, is not a recommendation to participate in any particular investment strategy and should not be considered as an investment advice or an offer to sell or buy certain securities.

    The rest of this disclaimer can be read on the legal page of this website.

    The terms contained in this Disclaimer are in addition to the Terms of Service for users without a subscription applicable to the EDHECinfra® website, which are incorporated herein by reference.

    This site uses cookies to deliver the services you request, improve user experience and measure audience. By continuing to browse our website, you are consenting to our use of cookies. Find out more about this in our Privacy policy.

    SCROLL DOWN TO AGREE

  • X
    X
    X