Insights

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 finance Taxonomy, we wanted to assure you of our wholehearted support for your initiative. In effect, we published a study in February this year entitled “The Cost of Capital of

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 will fail to contribute to climate action. Since COP26 and the commitment by members of the Glasgow Financial Alliance for Net Zero (GFANZ) to accelerate the decarbonization of the economy,

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 IFM, one of its shareholders, which claimed it was “value destructive”. Yesterday IFM got specific, accusing Atlas Alteria of destroying AUD$1 billion of value through the acquisition. The Skyway deal

Even if partial, and limited to certain sectors, inflation-hedging characteristics of the infrastructure asset class were on display in this quarter, as the higher cash flow forecast somewhat offset the negative impact of higher interest rates. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD 200bn, ended the quarter lower by

The Q2 2022 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q1 2022 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 700+ companies that are currently live in the EDHECinfra universe, based on the

Dear Stuart, It takes courage to express non-conformist views to a room full of evangelists. During your now infamous speech at the FT, your annoyance with those who have found refuge in the ascetic ideal of decarbonisation, kicking for touch with net-zero pledges, was palpable. We understand. Still, we usually think that opinions on climate change are divided between those