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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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Ebitda Multiple Comps Anzi Windfarm

In April, Fri-El Green Power SpA’s subsidiary, Alerion Clean Power SpA, purchased 51% of Fri-El Anzi Srl, an Italian firm that manages an electric power generation facility in Bolzano. The acquisition was completed for a sum of €18.8M. The company has been operating an onshore windfarm in Anzi, Italy since June 2011. The windfarm consists of eight Vestas V90/2000 turbines

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Benchmark your Climate Risks in infraMetrics®

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,

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Towards more frequent marks

Recently APRA, Australia’s pension regulator called for comment on the update of “SPG 530 Investment Governance” – a Prudential Practice Guide. This, combined with the update to SPS 530 – the Investment Governance prudential standard is interesting for infrastructure investors. Key questions are what is happening, why, and what this means for infrastructure investments? Firstly, what is happening? APRA is

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Is UK Wind still expensive?

In March 2023, INPEX Corporation acquired a 16.7 percent stake in the Moray East Offshore Wind Farm, which is currently in operation off the coast of Scotland, with an installed capacity of 950MW produced by one hundred 9.5-megawatt units. Priced at an estimated GBP400m, indicating a total equity value of approximately GBP2.4bn, the acquisition was carried out through INPEX Renewable

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Q1 2023 infraMetrics Data Release – Demand for infrastructure assets supports valuations despite higher rates

The infrastructure asset class showed resilience this quarter amid various macroeconomic and geopolitical headwinds with both infrastructure equity and debt showing positive returns. High demand for unlisted infrastructure continues to support asset values. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than $300bn, had a 8.81% total return in Q1 2023 (local

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Report Q1 2023 Revenue Forecast Updates

Central banks continue to tighten monetary policy in the UK, Europe and the US. As of March 2023, the Federal Reserve has increased interest rates nine times since March 2022 (Smith & Duguid, 2023). The European Central Bank also raised interest rates in March, albeit from a lower base, despite ongoing concern about financial stability in the region in the