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A SQUARE

A SQUARE 16 Apr 2009

Thursday, April 16, 2009
"...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
 &nb.

A SQUARE :: 16Apr09 A SQUARE 16 Apr 2009
Category Full A SQUARE issue of the week
Author Sona Blessing
"...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
  While the near term economic outlook is uncertain, short term market volatility has created an attractive investment opportunity to acquire these high quality, long duration infrastructure assets at prices well below fundamental value.

Asset based lending strategy insights from an allocator’s perspective
  A well diversified asset based lending portfolio should be able to return 12-15% with very healthy levels of collateral ensuring minimal losses.
  With the level of uncertainty and current turmoil in the global financial markets, we are of the opinion that asset based lending strategies offer the most attractive risk adjusted return in the market place.

"Go ahead - lower the discount rate, but be real with biological inputs"„
  As prices fall, the focus will shift to timber inventory and other fundamentals like growth.
  Growth models enjoy certain advantages
: Generally account for mortality
: Based on research
: Can be calibrated against local known factors
: Treat forest as a dynamic resource

Investing in power - the proposition
  The lack of storage necessitates the need to balance (supply equal to demand) on a continuous basis which requires complicated rules but also creates opportunities for a smart operator.
  The balance mechanism makes power the only commodity with “negative” prices. Participating in the various (cross-border) balancing mechanisms creates unique opportunities that can be explored.
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