Insights

As investors consider the climate risks of their portfolio, transition risk looms large as it impacts all assets at least within one sector at the same time. In parallel to pledges to decarbonise in real terms, the impact of transition risk on asset values remains an important question of financial materiality for investors in infrastructure. As always with asset prices,

In the first EDHEC Climate and Finance special issue of the supplement, we contribute an article analysing the outperformance of low-carbon energy infrastructure investments over the past decade.

In the first EDHEC Climate + Finance special issue of the supplement, we contribute an article analysing the outperformance of low-carbon energy infrastructure investments over the past decade.

We develop a methodology to estimate the carbon footprint of thousands of airport infrastructures around the world and test for the existence of a relationship between carbon emissions and realised or expected returns in the private airport investment sector.

In this paper, we develop a methodology to calculate the potential damage associated with different types of physical risks at the asset level, and conduct a practical implementation for flood damages in the airport sector in the United States.

We examine the impact on the risk profile of wind and solar power investments of the increasing dominance of renewables in the energy mix of a given country, using the case of the UK whose economy has made a rapid transition to renewables and away from coal.