Insights

Infrastructure is sold as an inflation hedge. The pitch is intuitive: toll roads, utilities, and other essential assets often have revenues explicitly linked to consumer prices. When inflation rises, so do tariffs. The asset should therefore preserve real purchasing power for investors, offering protection that bonds and equities cannot. Toll roads are frequently cited as the clearest example. Unlike regulated

The EDHEC Infrastructure & Private Assets Research Institute (EIPA) has submitted detailed comments to the House Financial Services Subcommittee on Capital Markets regarding the potential inclusion of private market investments in 401(k) and other retirement vehicles. EIPA’s analysis underscores that while private equity can offer significant diversification benefits, it also introduces complex risks that require robust safeguards to protect individual

The growth in private assets Since 2012, EY estimates that private assets increased their Assets Under Management (AUM) from US$9.7 trillion to US$24.4 trillion by the end of 2023.1 This growth, has seen private managers tap different sources of capital. Starting with traditional investors such as endowments, pension funds and insurance companies, the managers have innovated, identifying permanent sources of