9 results found

Infrastructure has a key role to play in the world’s move towards decarbonisation and goal to reach net-zero emission targets by 2050. Government policy support and the unprecedented amount of capital required to achieve these targets should change how you think about investing in infrastructure assets. Global listed infrastructure is a means for investors to access this accelerating investment trend, through high-quality and geographically diverse liquid assets, but an active approach is critical to building out infrastructure investment opportunities. This multi-decade initiative is happening today. Now is the time to ensure portfolios are exposed to the net-zero investment opportunity infrastructure offers.

Infrastructure as an asset class has helped investors meet future needs through four very different recessionary periods, reinforcing the need for allocations to the asset class.

Nick Langley | 0.50 CE

Listed and unlisted infrastructure investment are complimentary ways to access the same underlying cash flows. But varying investor time horizons impact the investment returns both targeted and achieved.

Nick Langley | 0.50 CE

For investors, one of the most important events of 2014 was the dramatic collapse in the oil price. The long-term equilibrium price is now likely to be lower. Overall, portfolios must be repositioned for increased volatility.

Nick Langley | 0.50 CE

One of the most important events of 2014 for investors was the dramatic collapse in the oil price. Overall, investment portfolios must be repositioned for increased volatility.

Nick Langley | 0.50 CE

As investors move into decumulation, infrastructure can make a meaningful contribution to portfolios.

The outlook for global infrastructure - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.

This Due Diligence Forum Research Paper and Presentation examine why infrastructure assets have performed differently to other investable assets (and whether we can expect this to continue), how this performance can be linked to underlying asset characteristics, and how investors can use some of the unique attributes of infrastructure to improve portfolio returns...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that key attributes of infrastructure assets have led to its inclusion within portfolios and that while infrastructure can be considered separate asset class, there is a clear link to the economy...