The Importance of Infrastructure in the Transition to Low Carbon - Part One
From an investment perspective, infrastructure assets have many appealing characteristics. They provide investors with a solid yield and capital returns, underpinned by defensive and stable cash flows, as well as inflation protection and downside protection in negative markets.
This paper is a climate change tryptic and is a must-read for the infrastructure investor. Part One looks at why the climate change situation is so serious, and what role infrastructure can and must play in the transition to a more sustainable future.Download 437kb