Featured image for “How Risky is Private Equity? The Case of Manufacturing and Natural Resources Sectors in Europe”

Featured image for “Measuring and tracking the alpha of private market funds”

Featured image for “Q2 2024 infra300® Release: Implications for Infrastructure Revenues of Economic Slowdown and Political Uncertainty”

Insights

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

Featured image for “Q4 2020 Index Release – Infrastructure and Covid: Was 2020 a bad year or the worst year?”

Q4 2020 Index Release – Infrastructure and Covid: Was 2020 a bad year or the worst year?

A first look at the performance of unlisted equity and private debt after a year of Covid-19. 2020 was a reminder that economic shocks can impact the bottom line of many infrastructure companies, which may also lead to solvency issues in some sectors. It was also a test of the resilience of the asset class. Above all, it was a

Featured image for “Report: Q4 2020 Covid-19 Revenue Forecast Updates”

Report: Q4 2020 Covid-19 Revenue Forecast Updates

The Q4 2020 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q3 2020 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that are currently living in the EDHECinfra universe, based on the

Featured image for “Strategic Asset Allocation and Unlisted infrastructure: first results”

Strategic Asset Allocation and Unlisted infrastructure: first results

Abhishek Gupta, Senior Research Engineer and Product Specialist at EDHECinfra, answers 4 frequent questions following our latest webinar on Strategic Asset Allocation. In the October 27th webinar, you emphasised the importance of taking unlisted infrastructure into account in an investors’ strategic asset allocation (SAA). What was the primary motivation behind this choice of topic? AG: Investors have a number of

Featured image for “A G20 Reference: EDHECinfra helps to fill the data gap”

A G20 Reference: EDHECinfra helps to fill the data gap

EDHECinfra help fill the data gap and is now included in the GIH Infra Monitor 2020. Several years ago, the G20 identified the lack of adequate data on the financial performance of infrastructure investments, the majority of which is unlisted, as an important hurdle for the development of a full-fledged infrastructure asset class. The adequate understanding and benchmarking of infrastructure

Featured image for “Q3 2020 Index Release – Back in positive territory thanks to a strong cash yield.”

Q3 2020 Index Release – Back in positive territory thanks to a strong cash yield.

Back in positive territory thanks to a strong cash yield. Roads are back in the black but airports struggle on. Contracted infrastructure continues to be a safe bet The unlisted infrastructure asset class is back to positive returns at the aggregate level, but only thanks to the strong cash yield of infrastructure companies. The infra300 index which tracks a representative global sample

Featured image for “Report: Q3 2020 Covid-19 Revenue Forecasts Update”

Report: Q3 2020 Covid-19 Revenue Forecasts Update

The Q3 2020 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. by Jack Lee and the team 1. Overview: Q3 Update – EDHECinfra updates to cash flow projections due to the impact of the Covid-19 pandemic on infrastructure investments At the beginning of the third quarter of 2020, some countries