Insights

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

Featured image for “Report Q1 2023 Revenue Forecast Updates”

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.
Featured image for “Q4 2022 infrastructure update – inflation, interest rate rises and energy crisis: what happened to infrastructure in 2022?”

Q4 2022 infrastructure update – inflation, interest rate rises and energy crisis: what happened to infrastructure in 2022?

Feb. 03, 2023
In a year where global stocks and bonds lost more than $30tn[1] on account of high inflation, rising interest rates, and the ongoing war in Ukraine, unlisted infrastructure equity has fared well. Private infra debt finished the year slightly better off than corporate bonds but still heavily impacted by the rise of market yields. The infra300® index, which tracks a
Featured image for “The Denominatrix Effect”

The Denominatrix Effect

Feb. 02, 2023
Why suffer at the hands of the denominator effect when the true market value of private assets is available? When one asset class in a portfolio underperforms (or outperforms) markedly, the resulting change in the total portfolio value (the denominator) can make allocations to other asset classes significantly overweight (or underweight). Indeed, strong reported performance in 2021 pushed several asset
Featured image for “Report Q4 2022 Revenue Forecast Updates”

Report Q4 2022 Revenue Forecast Updates

Jan. 30, 2023
The Q4 2022 release of the EDHECinfra indices presents our updated views in the light of recent government intervention in the European and UK energy market due to the ongoing gas supply disruption. This report updates the Q3 2022 report and is presented following the TICCS® taxonomy of infrastructure companies. Over the course of the fourth quarter of 2022, European

Energy Crises and Infrastructure Investing

Dec. 20, 2022
This year has been a very interesting one for infrastructure investors, especially energy infrastructure investors. The war in Ukraine led to massive dislocation in energy markets, this combined with outages in France nuclear power plants and Norwegian hydro has resulted in the price for electricity increasing significantly. In response, consumers have reduced their demand for electricity, governments in Europe have