Insights

Opinion pieces from the team, and uses cases covering private markets, infrastructure investment, climate change, social risk, and more.

Featured image for “Insights by Vincent Levita on market shocks and infrastructure investment”

Insights by Vincent Levita on market shocks and infrastructure investment

Dec. 16, 2022
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, Chairman of LTIIA and CEO of InfraVia Capital Partners, about the paper’s findings and its industry relevance. In the latest research paper “Is Infrastructure Shockproof?”, why was it important for
Featured image for “EU renewable energy revenues grows 7% in Q3”

EU renewable energy revenues grows 7% in Q3

Oct. 20, 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 to the cut in flows, the European Commission mandated all countries to increase their gas storage. As a result, there has been significant activity since March to fill all gas
Featured image for “UK Mini-budget destroys $6.5bn of infrastructure investor value”

UK Mini-budget destroys $6.5bn of infrastructure investor value

Oct. 17, 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 wasn’t how the Liz Truss left office, it’s the events that led to her resignation that is relevant to infrastructure. The announced large unfunded tax cuts in an inflationary environment
Featured image for “Q3 2022 infrastructure update – infrastructure isn’t immune to market volatility”

Q3 2022 infrastructure update – infrastructure isn’t immune to market volatility

Oct. 15, 2022
A multi-decade high inflation, aggressive monetary policy tightening by the central banks, and the effects of the Russia/Ukraine war, have led to a highly volatile first three quarters of 2022, and infrastructure, though more resilient, wasn’t completely immune to all these effects. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD
Featured image for “Report Q3 2022 Revenue Forecast Updates: Energy view”

Report Q3 2022 Revenue Forecast Updates: Energy view

Oct. 14, 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 to the cut in flows, the European Commission mandated all countries to increase their gas storage. As a result, there has been significant activity since March to fill all gas
Featured image for “Appraising valuations”

Appraising valuations

Oct. 10, 2022
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 portfolio provided returns of 20%. Now, as the FT noted, these returns are to May, not June. But there does appear to be a disconnect between the private and public