Insights

The cut in gas flows from Russia to Europe has had a significant impact on the electricity market in Europe, but not for reasons that you might expect. In response to the cut in flows, the European Commission mandated all countries to increase their gas storage. As a result, there has been significant activity since March to fill all gas

Well, what an interesting month it has been. The shortest and perhaps most chaotic term of any UK Prime Minister ended abruptly leaves a lot to be said. But it wasn’t how the Liz Truss left office, it’s the events that led to her resignation that is relevant to infrastructure. The announced large unfunded tax cuts in an inflationary environment

A multi-decade high inflation, aggressive monetary policy tightening by the central banks, and the effects of the Russia/Ukraine war, have led to a highly volatile first three quarters of 2022, and infrastructure, though more resilient, wasn’t completely immune to all these effects. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD

The cut in gas flows from Russia to Europe has had a significant impact on the electricity market in Europe, but not for reasons that you might expect. In response to the cut in flows, the European Commission mandated all countries to increase their gas storage. As a result, there has been significant activity since March to fill all gas

In July the FT reported ($) that Calpers suffered losses on both its fixed income and public equity portfolios of almost 15% for the year ending June. Meanwhile, its private asset portfolio provided returns of 20%. Now, as the FT noted, these returns are to May, not June. But there does appear to be a disconnect between the private and public

Dear Sir/Madam, Following your announcement on September 19, 2022, that you were taking legal action against the European executive to prevent fossil gas from featuring in the European Union’s sustainable finance Taxonomy, we wanted to assure you of our wholehearted support for your initiative. In effect, we published a study in February this year entitled “The Cost of Capital of