Sat, Jun 25, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
A SQUARE

Infrastructure Special

Thursday, November 13, 2008
We think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years..

A SQUARE :: 13Nov08 Infrastructure Special
Category Infrastructure
Faculty Michael Barben
Expertise Infrastructure
Author Sona Blessing
Faculty Name
We do not believe that the credit crisis has impacted the scope or the potential of the infrastructure opportunity in the medium-to-long-term. In the short-term the lack of availability of financing may delay and impede infrastructure projects but this does not change the underlying supply and demand factors supporting this asset-class.
On the contrary we believe that the credit crisis will ultimately prove beneficial for private infrastructure returns as it has alleviated the ‘excess capital problem’ that built up in 2007 - when significant equity fund raising had occurred, out-pacing the growth of the opportunity set at the time.
Download this research The many benefits of an A SQUARE subscription Recommend to a friend

<< A SQUARE archive sorted by date    << A SQUARE archive sorted by category

 Article link
More research related to Infrastructure

[09Oct12] [Commodity, Real Estate, Infrastructure] Real asset-based equities
Analyzing the performance of commodity-based equities, REITs and listed infrastructure-based equities

Download

[31Jan12] [Infrastructure] Listed and unlisted infrastructure funds
The fundraising climate and empirical returns

Download

[13May11] [Infrastructure] A SQUARE 13 May 2011
Direct vs. third-party investment in illiquid assets

Download

[31Mar11] [Infrastructure] A SQUARE 31 Mar 2011
Infrastructure investing opportunities – Analysis by Altius Associates

Download

[18Aug10] [Infrastructure] A SQUARE 18 Aug 2010
Unlisted infrastructure vehicles

Download

[16Apr09] [Infrastructure /PPP] "...long duration infrastructure assets at prices well below fundamental value."
Capital is currently being allocated where returns are more certain, for example in regulated utility networks in developed markets

Download

[07Dec08] [Infrastructure] Where within an institutional portfolio does an allocation to infrastructure fit in?
For most institutional investors, infrastructure investing remains in a state of flux as it shifts from being a niche sector to become a full-blown, independent asset class

Download

[14Oct08] [Infrastructure] Fund that invests in listed utilities, infrastructure, renewables
Strategy is based on fundamentals - Opportunistic and thematic concentrated exposure

Download

[25Jul08] [Clean energy, Water, Infrastructure, Natural resources] Theme Investing
How can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?

Download

[22Apr08] [Infrastructure] Infrastructure Special
The key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.

Download

[17Oct07] [Infrastructure] Findings from an academic study that focused on investing in listed infrastucture entities
If you are looking to identify infrastructure investment opportunities: consider a country’s macro economic stability, its legal and political environment and its demographic profile.

Download

[05Sep07] [Infrastructure] First State Global Listed Infrastructure Fund
A long only fund that will invest in listed infrastructure securities from around the globe:

Download

[17Jul07] [Infrastructure] Partners Group Listed Infrastructure Fund
Actively managed fund that offers access to “listed core infrastructure” companies

Download

[30May07] [Infrastructure] Infrastructure Investing in Europe
Private investment in infrastructure has become increasingly accepted by Western democracies as they grapple with the demands of ageing infrastructure and increased fiscal constraints. At the same time, pension funds and other large institutional investor

Download

[06Feb07] [Infrastructure] INFRAX INFRASTRUCTURE TRACKER CERTIFICATE
Access to the high potential infrastructure sector

Download
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Roundup: Hedge funds shrink as liquidations outpace new launches in Q1: hedge fund news, week 27[more]

    In the week ending 17 May, 2016, HFR said hedge fund liquidations declined narrowly to begin 2016 after rising sharply to conclude 2015, as investors positioned f

  2. Europe - Hedge funds keep powder dry over big Brexit bets, Hedge funds sense profit in Europe shock waves after Brexit vote, Soros warns Brexit may cause pound plunge worse than Black Wednesday, After Brexit: What will happen if Britain votes to leave the UK?[more]

    Hedge funds keep powder dry over big Brexit bets From FT.com: Hedge funds are shying away from big bets on Brexit, with many unwilling to risk further losses having already suffered a painful first half of the year. With the outcome of a UK vote on the country’s membership of the Europea

  3. News Briefs - ’Flash Boys’ get green light to launch stock exchange, Pimco says ‘storm is brewing’ in U.S. commercial real estate, Bankers get ready to rumble at Hedge Fund Fight Night, AIMA Australia celebrates 15th anniversary[more]

    ’Flash Boys’ get green light to launch stock exchange In an investing environment ruled by fast, the newest U.S. public stock exchange is banking on slow. Well, slower. IEX Group, which won Securities and Exchange Commission approval on Friday to go head-to-head with the New York Stock E

  4. Blackstone buys minority stake in New York-based credit hedge fund Marathon[more]

    Benedicte Gravrand, Opalesque Geneva: Blackstone Strategic Capital Holdings Fund, a vehicle managed by Blackstone Alternative Asset Management (BAAM), has acquired a passive, minority interest in Marathon Asset Management, for an undisclosed sum. Based in New York,

  5. Global markets fell, hedge funds gain in mid-June on Brexit, Fed rate concerns[more]

    Komfie Manalo, Opalesque Asia: Global financial markets declined through mid-June, as uncertainty associated with the upcoming Brexit referendum and expected U.S. Fed interest rate hike contributed to increases in volatility across asset classes, data provider