In this paper, we examine the impact on realised performance of the permanent shift in investor preferences for low carbon energy investments, and how it relates to the expected returns of green power investments.
Is Infrastructure Shockproof? The Resilience of Infrastructure Equity Investments During Market Downturns, 2000-2022
In this paper, we compare the behaviour of unlisted infrastructure equity investments with that of traditional assets, with a focus on the effects of shocks such as recessions, financial market crises and policy shocks. These findings have risk management and prudential implications.
Do financial investors need non-financial data?: Investor Survey
In this infrastructure ESG survey, we asked a large sample of investors in infrastructure why they need to have access to ESG data i.e., non-financial data, for the assets they hold or want to hold, examining three main questions.
The cost of international sanctions to investors in Russia’s airports: What do airspace closures, compound interest and aircraft manual subscriptions have in common?
We look at the potential loss of value of Russian airports due to the war in Ukraine. Drivers of impact include the closure of a number of national airspaces to Russian airlines as well as related sanctions that have been imposed since the start of the invasion.
First Global Ranking of Infrastructure Investment Strategies
Boston Consulting Group and EDHECinfra present the results of the first global study of infrastructure investment strategies and performance The 2022 Rankings are organised into four categories, Global Peers, Home Peers, Manager Peers, and Asset Owner Peers, each of which includes a top-ranked peer group style based on their 2021 risk-adjusted performance. In a new report, “Infrastructure Strategy 2022. A … Read More
Infrastructure Strategy 2022: A Pivot to the Digital Frontier
This report is the first in a series of annual publications by BCG and EDHECinfra exploring the state of infrastructure investment globally. “Infrastructure Strategy 2022” provides a new perspective on the investment styles and risk-adjusted performance of different groups of infrastructure investors.