Browsing: listed infrastructure

Posts Tagged ‘ listed infrastructure ’

The Dangers and Attractions of Infrastructure Investing

Jul 4th, 2019 | Filed under: Infrastructure, Newly Added, Institutional Investing, Natural Resources and Land, Other Issues in Private Investments, Operationally Intensive Real Assets, The A.I. Industry, Institutional Asset Management, Real Assets, Other Topics in A.I.

An arm of Brookfield Asset Management, Brookfield Infrastructure, announced that it is leading a group of investors to buy Genesee & Wyoming for a cash payment of $112 per share, a premium of nearly 40% over the pre-announcement stock price. This is a big infrastructure play. G&W is a freightRead More

Searching for the Right Infrastructure Manager: 3 Case Studies

Jan 14th, 2018 | Filed under: Infrastructure, Newly Added, Institutional Investing, Operationally Intensive Real Assets, Institutional Asset Management, Real Assets, Allocating to A.I.

A new paper from bfinance (an independent financial services consultancy headquartered in London) discusses the “dramatically different era” into which infrastructure investing has entered over the last two years. The paper, “DNA of a Manager Search: Infrastructure,” looks at three recent unlisted infrastructure searches, in order to glean some insightRead More

A Critique of the Listed Infrastructure Sector

Jul 18th, 2017 | Filed under: Newly Added, Operationally Intensive Real Assets, Real Assets

A new study by EDHECinfra (EDHEC’s infrastructure institute based in Singapore), has a striking point of view on the whole “listed infrastructure” sector, which it says is based on the “fallacy of composition.” In economics and in logic, the term “fallacy of composition” refers to the general prejudice that ifRead More