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.
Which infrastructure investor peer group outperformed in 2021?
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 … Read More
The Cost of Capital of Brown Gas: Would excluding natural gas from the green taxonomy prevent the financing of transition fuels?
We consider whether or not natural gas should be included in the EU Green Taxonomy because of the latter’s distorting effect on the cost of capital of energy projects. We argue that excluding gas from the taxonomy would not increase the cost of capital of gas generation.