INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 2
Infrastructure assets will naturally be affected by disruption. In Part 2 of the 4 part series , we focus on power systems and how technological, environmental and sociological factors are changing the way the sector works.
INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 1
Infrastructure assets will naturally be affected by disruption. In Part 1 of the 4 part series , we explore the key disruptive elements for infrastructure investors focusing on technology, digitisation and climate change.
The Current State of the UK Water Sector
With an opposition party leader wanting to renationalise the sector and a regulator demanding “profound change”, investors in the UK water sector are currently cautious. This feature article looks at the impact on the sector of the UK water regulator, Ofwat, in its recent price determination as strong performers look to earn increased incentive payments whilst their poorer performing cousins may suffer tougher penalties than in the past.
Developed Asia Infrastructure
A significant demand / supply imbalance for large, core infrastructure assets in the traditional OECD markets of Europe and North America has compressed projected investment returns for private market investors. This article explores the merits of investing in Developed Asia infrastructure, a low-risk region that faces less competition.
Opportunities in Emerging Markets
Whilst emerging market economies are keen for private capital to invest in their many infrastructure projects, private investment to date has been relatively restrained. We discuss the key risks that need to be overcome in order for emerging markets to get a bigger piece of the infrastructure allocation pie.