Insights

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

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Q1 2024 Infrastructure Update

Apr. 30, 2024
In Q1, we noticed that core inflation remains persistent, suggesting that central banks are more likely to maintain current high interest rates for a longer period. Additionally, gas and oil prices have risen recently due to renewed concerns over potential escalation of geopolitical tensions and OPEC production cuts, further contributing to price pressures. The increase in oil prices can be
Featured image for “Q1 2024 infraMetrics Data Release: Infrastructure started 2024 in positive territory”

Q1 2024 infraMetrics Data Release: Infrastructure started 2024 in positive territory

Apr. 19, 2024
The infrastructure asset class experienced low and positive returns in the first quarter of 2024 led by the uncertainty regarding monetary policy in Europe and the United States that is keeping investors on their toes. The infra300 index, a global unlisted infrastructure equity index comprising of 300 assets with a total market capitalization of USD 306 billion, has witnessed gradual
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Achieving Diversification in Unlisted Infrastructure Investment: Smart Infra Portfolio Construction

Mar. 01, 2024
We examine two issues relevant to diversification and infrastructure investment: portfolio construction and what it means to build a “well-diversified” portfolio of unlisted infrastructure equity; strategic asset allocation, examining the potential diversification benefits gained by adding infrastructure to the asset classes that make up a typical portfolio.
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Q4 2023 Revenue Forecast Updates

Jan. 30, 2024
The year ended much like 2022, inflation was still above most central banks’ targets, Interest rates were significantly higher than 18 months previously. However, the rate of increase in interest rates has slowed. With ongoing geopolitical turmoil, we view that interest rates are likely to stay elevated for some time. Given this scenario, we anticipate less extreme volatility from the
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Report Q1 2023 Revenue Forecast Updates

Apr. 01, 2023
Central banks continue to tighten monetary policy in the UK, Europe and the US.  As of March 2023, the Federal Reserve has increased interest rates nine times since March 2022 (Smith & Duguid, 2023). The European Central Bank also raised interest rates in March, albeit from a lower base, despite ongoing concern about financial stability in the region in the
Featured image for “Infrastructure Strategy 2023 – Building the Green Hydrogen Economy”

Infrastructure Strategy 2023 – Building the Green Hydrogen Economy

Mar. 21, 2023
The BCG-EDHECinfra study of the risks facing infrastructure investors and the returns that their investments generated found that asset owners did better than asset managers in 2022. The study also found that success in the current environment requires fresh approaches to investing and value creation.