Insights

International sanctions have to date had little impact on the value of Russian airports, but their apparent resilience may not last. Large losses are to be expected if the crisis continues. In a new research note, EDHECinfra shows that international sanctions have only destroyed a fraction of the value of Russia’s airport sector so far. As of March 2022, revenues

Has the direct `Canadian’ model delivered compared to investors who chose to access infrastructure via fund managers? What happened to investors heavily exposed to airports after Covid-19 and does it still pay to invest in conventional merchant power? As they ramp up their exposure to the infrastructure asset class, investors face important strategic choices and portfolio construction questions: How should

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?

This post is the editorial of the June 2021 EDHECinfra Newsletter (Volume 5 issue 1)  Infrastructure investment is evolving from a niche alternative asset class into a fully-fledged investment sector and value chain. As this evolution takes place, the need for data and analytics is also growing rapidly for investors, managers, consultants and financial service providers. Access to the best

With the support of LTIIA, EDHECinfra recently published a new paper exploring the nature and drivers of the issue of Volatility of Unlisted Infrastructure Equity Investments. We spoke with Thierry Déau, Chairman of LTIIA and CEO of Meridiam, about the paper’s findings and its industry relevance. 1. What was the main reason to sponsor the research paper “The volatility of

…but can investors understand the risks?  With new data that accurately describes the yield and risks of infrastructure investments, institutional investors can embrace infrastructure investment more easily. This article was originally published by The Economist in March 2021. Governments around the world are eyeing infrastructure as a post-Covid economic panacea. The ability of infrastructure projects to stimulate short-term employment and