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Infra investors cannot escape the fact that asset prices are formed in a market, where systematic risk exists, a reality that covid-19 has underscored further, the research institute says in a recent study.
Turnpike Toll
After lockdowns led to financial duress, S&P Global Ratings’ Trevor d’Olier-Lees and Dhaval Shah see an uncertain road to recovery.
The technology is allowing firms to unlock the vital asset data to inform investment decisions and validate green acquisitions, says Gareth Brown, chief executive of Clir.
Innovation will transform every aspect of the value chain of the energy sector, making much of what we are used to unrecognisable, says Jeffrey Altman. Investors take note.
UBS AM's Alex Leung takes a look at how working from home, social distancing and de-globalisation – should they become permanent – will change infrastructure and opportunities for investment.

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