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Insights

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

Featured image for “An uncomfortable truth: infrastructure investors do not know their risks”

An uncomfortable truth: infrastructure investors do not know their risks

We carried out the largest survey of infrastructure investors ever made. Here’s what we found: The largest survey of infrastructure investors ever undertaken shows that most investors cannot benchmark the risks they find themselves exposed to when investing in unlisted infrastructure. EDHECinfra releases a new survey sponsored by the Global Infrastructure Hub (GIH, a G20 Initiative). More than 300 respondents

Featured image for “New research shows that infrastructure credit spreads are fair”

New research shows that infrastructure credit spreads are fair

A new paper drawn from the Natixis/EDHECinfra research chair sheds new light on the drivers of returns in private infrastructure debt. Infrastructure credit spreads remain twice as high today as in 2008, but this new research shows that only 30bps of this increase cannot be explained by changes in systematic risk factor prices.

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No financial pain or gain for ESG management and reporting

New EDHECinfra research finds there is no financial penalty or gain (based on Return on Assets) for infrastructure firms to implement ESG management and reporting.A new paper drawn from the EDHECinfra/LTIIA Research Chair shows that Environmental, Social and Governance (ESG) scores are not negatively or positively correlated with the financial performance of unlisted infrastructure firms.

Featured image for “Infrastructure prices don’t show a bubble”

Infrastructure prices don’t show a bubble

This blog was initially published in top1000funds.com. No asset is an island… Infrastructure equity prices do not exist in a vacuum. Analysing hundreds of transactions over the last 15 years, we found that they are driven by systematic risk factors, which can be found across asset classes. In other words, markets did process information rationally and average prices did reflect

Featured image for “New EDHECinfra study shows that ‘peak infra’ may be behind us”

New EDHECinfra study shows that ‘peak infra’ may be behind us

New EDHECinfra research documents the factors behind the evolution of unlisted infrastructure prices over past 15 years. Common risk factors found in numerous asset classes explain the evolution of unlisted infrastructure secondary market prices. That’s the finding of a new paper drawn from the EDHECinfra /LTIIA Research Chair. Interestingly, the paper also shows that that, after a long period of

Infrastructure: Calling time on borrowed definitions

This blog was originally published in IP&E Real Assets. It’s time to stop saying apples are just round pears Infrastructure as an asset class has evolved over the past decade at a speed that has brought its own challenges. One of those is taxonomy. As it has expanded and grown in popularity, it has borrowed classifications and definitions from private