Insights

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

Featured image for “Report: Q2 2022 Revenue Forecast Updates”

Report: Q2 2022 Revenue Forecast Updates

Jul. 20, 2022
The Q2 2022 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q1 2022 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 in the EDHECinfra universe, based on the
Featured image for “Is Infrastructure Shockproof? The Resilience of Infrastructure Equity Investments During Market Downturns, 2000-2022”

Is Infrastructure Shockproof? The Resilience of Infrastructure Equity Investments During Market Downturns, 2000-2022

Jul. 08, 2022
In this paper, we compare the behaviour of unlisted infrastructure equity investments with that of traditional assets, with a focus on the effects of shocks such as recessions, financial market crises and policy shocks. These findings have risk management and prudential implications.
Featured image for “First Global Ranking of Infrastructure Investment Strategies”

First Global Ranking of Infrastructure Investment Strategies

Mar. 23, 2022
 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
Featured image for “Infrastructure Strategy 2022: A Pivot to the Digital Frontier”

Infrastructure Strategy 2022: A Pivot to the Digital Frontier

Mar. 22, 2022
This report is the first in a series of annual publications by BCG and EDHECinfra exploring the state of infrastructure investment globally. “Infrastructure Strategy 2022” provides a new perspective on the investment styles and risk-adjusted performance of different groups of infrastructure investors.
Featured image for “Report: Q4 2021 Covid-19 Revenue Forecast Updates”

Report: Q4 2021 Covid-19 Revenue Forecast Updates

Feb. 10, 2022
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
Featured image for “Q4 2021 Index Data Release – infrastructure equity marches on, while debt faces the tough reality!”

Q4 2021 Index Data Release – infrastructure equity marches on, while debt faces the tough reality!

Feb. 10, 2022
After three consecutive quarters of positive returns, infrastructure equity ended the year 2021 strongly at an all-time high. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD 250bn, breached the 9000-level after rising 4.58% in Q4 (local currency returns). In the full year 2021, the index returned 12.93%, approximately one-third of