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Insights

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

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Gas is in the black, not green

Would excluding natural gas from the green taxonomy prevent the financing of transition fuels? In a new research note,we look at the (absence of) a good case to support natural gas generation with a ‘green label.’ Natural gas is the transition fuel of choice. Should it be included in the EU Green Taxonomy as a result, since it needs new capital?

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Q3 2021 Index Data Release – steady recovery but risks remain

With two consecutive quarters of strong performance, the unlisted infrastructure asset class is inching closer to its all-time high of 2019, but a higher equity risk premia indicates persistent uncertainty in some sectors. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth approximately USD 250bn, rose 4% in Q3 (local currency returns), as the

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Report: Q3 2021 Covid-19 Revenue Forecast Updates

The Q3 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q2 2021 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that currently live in the EDHECinfra universe, based on the latest

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infra300 monthly index release, July 2021

The unlisted infrastructure asset class continues its recovery from Covid-19 ending six consecutive quarters of losses. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth approximately USD 250bn, rose 2.45% in July’21 (in local currency) and almost reached the pre-pandemic highs from September 2019. On a 3-month basis, the total return was 6.08% (in

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Q2 2021 Index Data Release – Resilience and recovery of infrastructure returns

The unlisted infrastructure asset class is finally showing signs of recovery from Covid-19 with a significant drop in the equity risk premium in Q2 2021, ending six consecutive quarters of losses. Since the onset of Covid-19, this quarter marks the first in which all segments of the infrastructure market have shown a positive return, even as interest rates remain at

Featured image for “Report: Q2 2021 Covid-19 Revenue Forecast Updates”

Report: Q2 2021 Covid-19 Revenue Forecast Updates

The Q2 2021 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q1 2021 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 650 companies that are currently live in the EDHECinfra universe, based on the