Infrastructure Equity

The global energy transition is vast, complex, rapidly-changing, daunting and exciting. It’s also an immense shift in the global investment landscape that all investors need to factor into their decision-making.

Appetite for core infrastructure is soaring as investors seek a safe harbour in a storm, says Vauban CEO and founder Gwenola Chambon.

Investing in French's sustainable energy transition sector in the future.

For investors willing to commit for 15 or more years, the financial and non-financial rewards from essential infrastructure assets are compelling.

We are still placing too much hope in carbon capture technologies and offsetting mechanisms, but it is increasingly urgent to electrify our uses, to decarbonize the electricity produced and more generally, to adopt the innovative and virtuous solutions that are already available.

In today’s low rate environment, insurers are allocating more and more to private assets.

Facing global warming, a study jointly conducted by Vauban IP and Altermind argues for accelerating the transition towards sustainable, low carbon and climate-resilient infrastructures through comprehensive and value-driven climate strategies.

DC members and smaller DB schemes get long-awaited access to illiquid assets.

Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.

Insurers benefit from long-horizon income, low volatility and reduced capital charge.

The gradual reduction of public support measures is ushering renewable energies into a new era; that of autonomy on electricity trading markets.

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

One of the most important challenges for institutional investors is to deploy large amounts of capital and manage increasingly high liability commitments in an environment of low-yielding opportunities.

A multipurpose gas with outstanding energy properties: per kilo, as it contains 2.2 times more energy than natural gas, 2.75 times more than petrol and three times more than crude oil.

In a Q&A, Gwenola Chambon, chief executive of Vauban Infrastructure Partners, explains how infrastructure became a portfolio staple.

How digitalization can help infrastructure to answer the challenges of the post-Covid-19 world?

The energy, industry, buildings and transport sectors together currently account for three quarters of global greenhouse gas emissions, with mobility alone representing no less than 24% of CO2 emissions caused by energy combustion.

Essential, profitable, tangible, mature: all these features explain the growing interest of institutional investors in green infrastructures.

In this Clear Path Analysis report, Mirova expert elaborates on how the pandemic crisis may energise infrastructure and where are the opportunities in next generation energy infrastructure.

Investment opportunities in the energy transition are no longer limited to the mature solar and wind segments.

Fundraising for private infrastructure funds is booming. In 2018, $80billion were raised in closed-ended Infrastructure funds and funds raised are increasingly ending-up in fewer hands.

Infrastructure is unlike other asset classes. It has a direct impact on people’s lives, facilitating the functioning of critical activities without which everyday life would grind to a halt.

Renewable energy is one of the fastest growing segment within the infrastructure market.

On top of favoring sustainable development, broadband networks are true infrastructure investment opportunities.

Allocations to infrastructure assets are rising fast, so specialist skills are required to maintain outperformance and manage risk.