Insights

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

Featured image for “Q3 2020 Index Release – Back in positive territory thanks to a strong cash yield.”

Q3 2020 Index Release – Back in positive territory thanks to a strong cash yield.

Oct. 14, 2020
Back in positive territory thanks to a strong cash yield. Roads are back in the black but airports struggle on. Contracted infrastructure continues to be a safe bet The unlisted infrastructure asset class is back to positive returns at the aggregate level, but only thanks to the strong cash yield of infrastructure companies. The infra300 index which tracks a representative global sample
Featured image for “Report: Q3 2020 Covid-19 Revenue Forecasts Update”

Report: Q3 2020 Covid-19 Revenue Forecasts Update

Oct. 14, 2020
The Q3 2020 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. by Jack Lee and the team 1.     Overview: Q3 Update – EDHECinfra updates to cash flow projections due to the impact of the Covid-19 pandemic on infrastructure investments At the beginning of the third quarter of 2020, some countries
Featured image for “Failure of regulation means unfair tolls for users of French roads in new study endorsed by Senate investigative committee.”

Failure of regulation means unfair tolls for users of French roads in new study endorsed by Senate investigative committee.

Sep. 18, 2020
18 September 2020 – The high level of tolls on privatised highways is a sensitive matter in French politics. The last renegotiation in 2015 involved now-President Macron when he was Minister of the Finance. A new EDHECinfra research paper on the adequate level of tolls on French roads is prominently featured in a report released today by the Senate Investigative
Featured image for “Archaïsme et injustice de la gestion des péages autoroutiers en France [in French]”

Archaïsme et injustice de la gestion des péages autoroutiers en France [in French]

Sep. 18, 2020
18 Septembre 2020- Une nouvelle publication de recherche de l’EDHEC Infrastructure Institute dont les conclusions sont reprises dans leur intégralité par le rapport de Commission d’enquête du Sénat sur « le contrôle, la régulation et l’évolution des concessions autoroutières » publié le ce jour, met en lumière l’archaïsme de la réglementation des péages dans les concessions d’autoroutes en France, et appelle à
Featured image for “Q2 2020 Index Release: More negative returns for unlisted infrastructure investments but Contracted assets show resilience to Covid-19”

Q2 2020 Index Release: More negative returns for unlisted infrastructure investments but Contracted assets show resilience to Covid-19

Jul. 20, 2020
The Q2 2020 release of the EDHECinfra indices marks a new quarter of negative returns for the unlisted infrastructure asset class. The infra300 index is down -1.5% on the quarter ending 30 June 2020. This index measures the average mark-to-market performance of 300 unlisted infrastructure equity investments that make a representative sample by sector, corporate structure, and business model of
Featured image for “Report: Impact of Covid-19 on Infrastructure Companies Forecast Revenues in Q2 2020”

Report: Impact of Covid-19 on Infrastructure Companies Forecast Revenues in Q2 2020

Jul. 12, 2020
By Jack Lee and the data team. Overview IC10 Power Generation x-Renewables IC40 Energy and Water Resources IC60 Transport 4.1   IC6010 Airport Companies 4.2   IC6030 Port Companies 4.3   IC6040/60 Rail and Urban Commuter Companies 4.4   IC6050 Road Companies IC70 Renewable Power IC80 Network Utilities 6.1   IC8010/20 Electricity Distribution/Transmission Companies 6.2   IC8040 Water and Sewerage Companies Dividend Outlook for Covid-19 Impacted