Insights

Report: Q1 2022 Covid-19 Revenue Forecast Updates The Q1 2022 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q4 2021 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

Answer: They are driving cost of international sanctions to investors in Russian airports In this research note, we look at the potential loss of value of Russian airports due to the war in Ukraine. Drivers of impact include the closure of a number of national airspaces to Russian airlines as well as related sanctions that have been imposed since the

 Boston Consulting Group and EDHECinfra present the results of the first global study of infrastructure investment strategies and performance The 2022 Rankings are organised into four categories, Global Peers, Home Peers, Manager Peers, and Asset Owner Peers, each of which includes a top-ranked peer group style based on their 2021 risk-adjusted performance. In a new report, “Infrastructure Strategy 2022. A

International sanctions have to date had little impact on the value of Russian airports, but their apparent resilience may not last. Large losses are to be expected if the crisis continues. In a new research note, EDHECinfra shows that international sanctions have only destroyed a fraction of the value of Russia’s airport sector so far. As of March 2022, revenues

Has the direct `Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it still pay to invest in conventional merchant power? As they ramp up their exposure to the infrastructure asset class, investors face important strategic choices and portfolio construction questions: How should

The Q4 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q3 2021 report and is presented following the TICCS® taxonomy of infrastructure companies TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that currently live in the EDHECinfra