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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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Wanted: data on pricing climate risks

Private markets function on data – but the data to accurately price climate risks in investment decisions is sorely lacking. We must urgently fill this information void or private finance will fail to contribute to climate action. Since COP26 and the commitment by members of the Glasgow Financial Alliance for Net Zero (GFANZ) to accelerate the decarbonization of the economy,

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Did Alteria overpay for the Chicago Skyway?

On September 14, Atlas Arteria announced it acquired a 67% majority stake in the Chicago Skyway Toll Bridge for US$2 billion. This was in sharp opposition to the views of IFM, one of its shareholders, which claimed it was “value destructive”. Yesterday IFM got specific, accusing Atlas Alteria of destroying AUD$1 billion of value through the acquisition. The Skyway deal

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Q2 2022 infrastructure update – inflation linkage provides some relief from rising rates

Even if partial, and limited to certain sectors, inflation-hedging characteristics of the infrastructure asset class were on display in this quarter, as the higher cash flow forecast somewhat offset the negative impact of higher interest rates. The infra300® index, which tracks a representative global sample of unlisted infrastructure equity investments worth more than USD 200bn, ended the quarter lower by

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Report: Q2 2022 Revenue Forecast Updates

The Q2 2022 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q1 2022 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 700+ companies that are currently live in the EDHECinfra universe, based on the

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An Open letter to Stuart Kirk

Dear Stuart, It takes courage to express non-conformist views to a room full of evangelists. During your now infamous speech at the FT, your annoyance with those who have found refuge in the ascetic ideal of decarbonisation, kicking for touch with net-zero pledges, was palpable. We understand. Still, we usually think that opinions on climate change are divided between those

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Report: Q1 2022 Covid-19 Revenue Forecast Updates

Report: Q1 2022 Covid-19 Revenue Forecast Updates The Q1 2022 release of the EDHECinfra indices incorporates the views and asset-level revenue forecasts of our team of financial analysts. This report updates the Q4 2021 report and is presented following the TICCS® taxonomy of infrastructure companies. Each quarter, the team reviews the revenue forecasts of 700+ companies that are currently live