IPE Real Assets: Guest view – The denominatrix

In this article, Noël Amenc, Associate Professor, EDHEC Business School & Director, Scientific Infra, and Frédéric Blanc-Brude, Director, EDHEC Infrastructure Institute & CEO, Scientific Infra, analyse the current market and the denominator effect that most investors face today. “As a …

The Actuary: Asset assessment of airports missing key data

In recent coverage of EDHECInfra’s airport report, reporters of The Actuary said that infrastructure investors are increasingly concerned that carbon emissions and transition risks are not being integrated into airport asset-price judgments. They refer to the EDHECinfra’s study and highlight …

Infrastructure Investor: Developing a taste for non-vanilla renewables

Kalliope Gourntis analyses the trends in renewables investment and highlights that renewables have matured and gone mainstream. “Investors are going up the risk curve investing in developers rather than individual projects,” – she states. In this article, Kalliope refers to …

IPE Real Assets: UK introduces new windfall tax and plans to legislate Solvency II reforms

Richard Lowe reviews the windfarm industry in the UK and the impacts new tax plans could have to legislate Solvency II reforms. “The UK government has announced a windfall tax on electricity generators, which would include renewable and nuclear generators, …

IPE Real Assets: Renewables to become riskier investment unless storage keeps pace – EDHEC

Lauren Mills reflects on EDHECinfra’s latest report where the authors, Laurence Monnier (Director of 1PlanetInfra, Advisory Board member of EDHECinfra) , Frédéric Blanc-Brude( Director of EDHECinfa and CEO of Sientificinfra) and Leonard Lum (Data Analyst in EDHECinfra), examine the impact …

Point Banque: TRIBUNE – Une (sur)performance amenée à durer pour les investissements verts?

L’été que nous venons de passer est la confirmation que les effets du réchauffement climatique sont plus forts et plus rapides qu’escomptés. Pour espérer les endiguer, le passage de notre mode actuel de production et de consommation à un modèle …

The Conversation: Investissements verts : une (sur) performance amenée à durer ?

L’été que nous venons de passer est la confirmation que les effets du réchauffement climatique sont plus forts et plus rapides qu’escomptés. Pour espérer les endiguer, le passage de notre mode actuel de production et de consommation à un modèle …

Le Journal du Dimanche: Pourquoi les investisseurs s’enthousiasment pour les énergies renouvelables depuis dix ans

Noël Amenc, professeur de finance et Frédéric Blanc-Brude, directeur de l’EDHEC Infrastructure Institute, reviennent sur l’engouement des investisseurs pour les projets de production d’énergie solaire ou éolienne. été que nous venons de passer est la confirmation que les effets du réchauffement …

Corporate Advisor: Question time for net zero

John Lappin investigates if the net zero consensus is under threat. He referred to the Open Letter to Stuart Kirk, by Noël Amenc, Ph.D. and Frédéric Blanc-Brude, Ph.D., where they questioned Kirk’s ‘theoretical and empirical consistency’. “You may be right or …

Australian Financial Review: Solar and wind are losing their green premium

Tony Boyd reveals the findings from the EDHECinfra’s research paper “The pricing of green infrastructure”. He outlines that excess demand for green power assets led to returns of 16 per cent a year over the past decade. But the so-called …