Infrastructure is in vogue, and for good reasons! Here are 5 of them, ranging from performance to inflation protection to accelerating the energy transition.
5 (good) reasons to invest in unlisted infrastructure
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Infrastructure: Defensive stance for 2023
In a largely uncertain global macroeconomic environment, we remain cautious for 2023 and adopt a relatively defensive stance.
Lithium: unfounded fears amidst real tensions
Lithium is key to batteries. Batteries are key to electrification. Electrification is key to the energy transition. This is why lithium is at the heart of many debates. Of all the minerals that are essential to the transition, lithium is undoubtedly the one that has caused the most ink to flow. It fuels a certain number of fears, particularly of possible supply disruptions, but also a few fantasies. What is the real situation?
Medium-term prospects for the European gas crisis
While Europe was largely dependent on Russia for its gas supplies, aided by a mild autumn, it has managed to reduce its consumption and find alternative sources of supply. The spectre of a gas shortage therefore seems to be dissipating. However, the measures taken are partly temporary and many investments in infrastructure will have to be made at full speed.
Telecommunications infrastructures: what dynamics in the current environment?
Alongside renewable energy, telecommunication facilities are the most dynamic sub-sector in the infrastructure investment universe. Thanks to massive government support, it offers many opportunities, even if the different assets show disparate dynamics.
WEBINAR | Strategie für den Infrastruktursektor: Die Aussichten für börsennotierte Kommunikationsinfrastrukturen
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What is the outlook for listed infrastructure?
Infrastructure companies face several significant external risks at present, including mounting inflation, higher interest rates, elevated energy prices, labour shortages, government intervention to control energy prices, natural gas and energy shortages, shortages of critical renewables components, Russian sanctions and supply chain failures. Not to mention COVID.
Der vom Grand Prix de la Finance 2022 ausgezeichnete Infrastructure Securities Fonds
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Europe’s infrastructure will be green
In 2021, the 27 EU member states and the European Parliament agreed to enshrine the goal of carbon neutrality by 2050 in a „climate law“. And this „Green New Deal“ is much more than just wishful thinking, as it not only sets ambitious targets but more importantly provides for massive investments, particularly in infrastructure. So to make the most of it, the biggest winners could be direct investments in infrastructure projects.
Inflation and interest rates: where do we stand, how do we adapt?
Following March 2020 world-wide lockdowns, global inflation collapsed only to rebound once COVID-related restrictions were gradually lifted. While inflation (and the increase in interest rates it triggers) could spell bad news for stock markets in the short term, rising prices are normally positive for infrastructure companies, as most enjoy price escalators embedded in their contracts.