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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Infrastructure: Opportunity for yield and diversification

Infrastructure is a real asset providing institutional investors with distinct advantages over traditional and alternative asset classes: potential for higher yield, lower volatility and generally low correlations.

Company: Nuveen
Date added: 08-08-2018
Sector: Infrastructure

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KPMG - Foresight: A global infrastructure perspective 2017

This paper by KPMG examines ten emerging infrastructure trends in 2017.

Company: KPMG
Date added: 30-01-2017
Sector: Infrastructure

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M&G Real Estate - Infrastructure debt in Europe

Interest in gaining exposure to infrastructure has been growing globally in recent years, particularly among long-term investors such as insurance companies and pension funds. Investors are attracted by some of the key features of infrastructure, notably the security, reliability and longevity of cashflows, often extending over decades, and often with the income streams having some link to inflation. 

Company: M&G Real Estate
Date added: 01-01-2017
Sector: Infrastructure

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RARE - Impact of the oil price collapse

The oil price collapse in the second half of 2014 is likely to be seen as one of the most significant developments in the world economy since the Global Financial Crisis.

Jonathan Mirrlees-Black, Head of Research at RARE discusses the implications for infrastructure and equity markets.

Company: RARE
Date added: 07-12-2016
Sector: Infrastructure

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Infrastructure Roundtable - Three infrastructure fund managers discuss why active asset management might be more important than ever

With fierce competition for assets and increasing pressure on returns, Bruno Alves and three infrastructure fund managers discuss why active asset management might be more important than ever.

Company: M&G Real Estate
Date added: 06-06-2016
Sector: Infrastructure

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BlackRock - Infrastructure Rising - An Asset Class Takes Shape

Amid strong demand for infrastructure investments and a deep need for infrastructure capital, infrastructure has emerged as a distinct asset class. While the theoretical market is huge, the addressable one is much smaller, and competition for core equity assets is strong. Investors are learning to work with an expanded toolkit of strategies. This 14 page document provides a broad overview of the opportunity set and how to navigate it. With many investors still focused on larger deals and on operating assets in developed economies, casting a wide net may be a logical course.

Company: BlackRock
Date added: 19-03-2016
Sector: Infrastructure

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Prequin - 2016 Preqin Global Infrastructure Report: Fund Manager Outlook

This document by Preqin observes that there has been, in recent years, a rise in competition for infrastructure assets which is pushing prices up as a result. Using data from two previous surveys, the paper presents the thoughts and opinions of over 65 infrastructure firms. It analyses the main issues facing infrastructure managers over the next 12 months, and their views on competition, regulation, deal flow and fundraising

Company: Prequin
Date added: 02-03-2016
Sector: Infrastructure

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CBRE/Clarion - Global Listed Infrastructure: A Port in the Rising Tide of Inflation

We believe that investors should hold assets that are resilient to infl ation. Global listed infrastructure is an asset class that has a record of delivering superior infl ation adjusted returns over time.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Global Listed Infrastructure: An Introduction to the Asset Class

Investment in infrastructure is among the world’s leading growth drivers and is a strategic priority for countries worldwide. Listed infrastructure companies are playing a dominant role in the accelerating growth of the infrastructure asset class globally.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Global Listed Infrastructure: The Case for an Allocation by Institutional Investors

To date, infrastructure allocations for institutional investors have typically focused on unlisted investment options, including direct investment and private funds. Listed infrastructure has often been overlooked on the basis that it does not provide “pure” real asset exposure, being viewed as equities with more volatile characteristics than private infrastructure and lacking control over management of assets.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Listed Infrastructure: Disruptive Technology Creates Growth Opportunities

Disruptive technologies are an area of signifi cant market interest given shorter cycles and increasing velocity of transformative innovations.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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CBRE/Clarion - Renewable Energy: Emerging Core Infrastructure

The word “infrastructure” conjures up thoughts of roads, bridges and tunnels. Increasingly, however, investors are including solar panels and wind turbines, otherwise known as renewable energy assets, as a growing category of core infrastructure.

Company: CBRE/Clarion
Date added: 26-01-2016
Sector: Infrastructure

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BBVA - Infrastructure investment in Latin America

Infrastructure, growth and infrastructure gap. Pension funds and the rational behind investing in infrastructure. Financial regime and financial vehicles in LatAm. Factors behind investing in infrastructure: what really matters?

Company: BBVA Research
Date added: 01-12-2015
Sector: Infrastructure

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BNY Mellon - Global Listed Infrastructure: the liquid alternative

This 12 page document from BNY Mellon examines the arguments for allocating to global listed infrastructure - an asset class that is receiving increasing attention from asset allocators. Originally seen as investment primarily for governments and banks, the need for external capital and the trend towards privatisation has resulted in an expansion of listed infrastructure companies. Historic returns from the asset class are strong, with positive diversification characteristics, and with growth opportunities particularly in renewables.

Company: BNY Mellon
Date added: 01-12-2015
Sector: Infrastructure

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Pinsent Mason - Tackling Africa's infrastructure deficit through strategic focus on PPP

In this monthly update, Pinsent Masons provide a snapshot of some of the challenges across African infrastructure and energy sectors.

Company: Pinsent Mason
Date added: 01-11-2015
Sector: Infrastructure

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CBRE/Clarion - Listed Infrastructure: Predictable and Stable Asset Growth

Infrastructure assets offer predictability and stability of future cash flows in an increasingly uncertain investment environment.

Company: CBRE/Clarion
Date added: 01-09-2015
Sector: Infrastructure

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Deutsche AM - European Infrastructure Update

In 2014 European unlisted infrastructure continued to attract interest among investors seeking to match their long-term liabilities, as it can offer relatively low long-term cash flow volatility, low correlation with other asset classes and inflation-hedged total re-turns. Europe represents a leading global market for infrastructure investment and of-fers a robust infrastructure investment pipeline, ranging from the fast-growing econo-mies of emerging Eastern Europe to the larger economies of Western Europe.

Company: Deutsche AM
Date added: 01-08-2015
Sector: Infrastructure

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Deutsche AM - Why invest in infrastructure?

 

Infrastructure continues to gain recognition as a distinctive asset class and holds con-siderable appeal for investors, including pension funds and life assurance companies focused on yield and seeking to match their long-term liabilities. By the end of 2014, there were 144 infrastructure funds globally, with a combined target size of USD $93 billion1. The gap between current and targeted allocation amongst institutional inves-tors suggests there is further room for growth.

Company: Deutsche AM
Date added: 01-05-2015
Sector: Infrastructure

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CMS - Infrastructure Funds

We are delighted to present our experience in the infrastructure funds sector.

We have drawn on the expertise of both our specialist Funds Group and our award winning Infrastructure and Project Finance Group, in order to demonstrate our ability to provide a seamless service in this segment of the market. Our experience extends across the full range of an infrastructure fund’s requirements.

Company: CMS
Date added: 10-04-2015
Sector: Infrastructure

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J.P.Morgan - Guide to Infrastructure Investing

This paper from JP Morgan Asset Management and Af2i provides institutional investors with a 70 page introduction to investing in infrastructure. The report begins by considering the characteristics of infrastructure as an asset class, and how to invest, looking at the details of direct and listed investment strategies. The valuation of infrastructure assets is examined, together with how to integrate an allocation to infrastructure into a mixed asset portfolio.

Company: J.P.Morgan
Date added: 02-02-2015
Sector: Infrastructure

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