Browsing: Infrastructure

Posts Tagged ‘ Infrastructure ’

A Critique of the Listed Infrastructure Sector

Jul 18th, 2017 | Filed under: Newly Added, Operationally Intensive Real Assets, Real Assets

A new study by EDHECinfra (EDHEC’s infrastructure institute based in Singapore), has a striking point of view on the whole “listed infrastructure” sector, which it says is based on the “fallacy of composition.” In economics and in logic, the term “fallacy of composition” refers to the general prejudice that ifRead More


Real Estate: A Global Outlook

Jul 13th, 2017 | Filed under: Infrastructure, Newly Added, Operationally Intensive Real Assets, Real Assets

PWC and the Urban Land Institute have jointly issued a report on “emerging trends in real estate” around the globe, which stresses that real estate’s attraction as an investment, even as a cross-border investment, has held up notwithstanding unprecedented levels of concern about geopolitics. The “global drift back to domesticRead More


Saving the World: One EM City at a Time

Oct 10th, 2016 | Filed under: Infrastructure, Newly Added, Operationally Intensive Real Assets

The Global Commission on the Economy and Climate has issued a new report urging governments and major financial institutions to “scale up and shift investment to sustainable infrastructure as a fundamental strategy….” The report, The Sustainable Infrastructure Imperative, has no force as law or policy anywhere, but it may signalRead More


Private Capital Fundraising Slows: Green and Brown Valleys

Jul 14th, 2016 | Filed under: Farmland, Infrastructure, Natural Resources and Land, Newly Added, Operationally Intensive Real Assets, Other Topics in A.I., Real Assets, Real Estate, Real Estate Equity Investments

Preqin, the multinational data and consulting firm, has looked at the second quarter and found it was, for private capital fundraising  … slow. So was the quarter before it. Together they made up the first half of 2016, in which the funds closed in the world of private capital globallyRead More


How Public Pensions Are Getting Smart About Infrastructure

Sep 24th, 2015 | Filed under: Institutional Asset Management, Operationally Intensive Real Assets

Guest columnist Jill Eicher looks at how public pension funds are cutting out the middle man and leveraging the power of their own capital for infrastructure investments.Read More


Advancing the Infrastructure Investment Narrative

Aug 11th, 2014 | Filed under: Alpha Strategies, Infrastructure, Insolvency

Intuitively, the problem with valuing the debt issued by an private SPE in an illiquid infrastructure project is this: the free cash flows of the SPE aren't easily observed. So how does one go about deriving their present value? Read More


Investing in Britain’s Infrastructure: With and Without Guarantees

Jan 28th, 2013 | Filed under: Infrastructure, Institutional Investing

The bottom line of EDHEC's study is that there is no need to create new public sector liabilities to get private sector institutions to invest in infrastructure. Read More


Crumbled Portfolios Look to Rebuild with Infrastructure Investments

Feb 9th, 2012 | Filed under: Alpha Strategies, Infrastructure

Infrastructure is a perpetual investment, whether it's rebuilding old, existing underpinnings in developed markets or building the foundations that turn an emerging nation into a developing one. Preqin looks at this lesser known investment that underpins many alternative portfolios.Read More