RECENT ARTICLES
AsianInvestor: Investors see digital infra as key investment area
Investors across the world are set increasingly to allocate money towards digital infrastructure-related investments, and most believe countries that fail to invest enough into this area will lose th…
Read more at: https://www.asianinvestor.net/article/investors-see-digital-infra-as-key-investment-area/462768 Say something interesting about your business here.
First ever global survey on Digital Infrastructure webinar with IJ Global
July 30, 2020
IJGlobal yesterday (30 July) hosted a webinar – the latest in our IJ Unplugged series of online interviews – with long-time partner M&E Global Inc to discuss the findings of a survey into investor appetite and preparedness for digital infrastructure.
The survey was run earlier this summer by IJ and M&E Global and was targeted at an international audience of 242 infrastructure professionals ranging from developers through to lenders, the entire advisory community and right through to systems engineers.
IJGlobal will publish the full findings of the survey early next week, but for now you can access the IJ Unplugged webinar by CLICKING HERE…
To access the webinar, you will have to fill out a brief form and a link will be emailed to you.
A foretaste of some of the key points from the survey showed that the majority of respondents came from Europe (59%) with the next largest regional response from North America (19.4%) and Asia Pacific with the third most enthusiastic response (10.1%).
Of those survey participants, the most active response came from lenders who accounted for 27.3% followed by financial advisers on 24.2% and equity investors with 21.7%. This is broadly representative of the IJGlobal subscriber base.
The key take-away from the survey is that 63% of respondents believe the Covid-19 pandemic will give digital infra a significant push, as people become increasingly dependent on connectivity.
Digital Infrastructure as Emerging Market
June 12, 2020
Mathew Garver hosted a webinar for IJGlobal on the importance of Digital Infrastructure to bolster Resilience for Infrastructure (all sectors) which are vulnerable to both natural and man-made disasters.
Digital Infrastructure as Emerging Market
June 12, 2020
Mathew Garver hosted a webinar for IJGlobal on the importance of Digital Infrastructure to bolster Resilience for Infrastructure (all sectors) which are vulnerable to both natural and man-made disasters.
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B-Day landings in World War 5G
February 6, 2020
Wow. What a week to have lived through. It started with UK prime minister Boris Johnson revealing that Huawei would be involved in the roll-out of 5G in Britain – potentially leading to a schism with the US – and ended with Brexit… a rift with Europe.
While taking no side on the Brexit debate (is anyone else calling today B-Day?) as it’s not for IJ to espouse a political leaning, today’s the day that the UK breaks free from the shackles of the European Union / descends into anarchy and disappears off the international financial radar (delete as appropriate).
However, it is to the 5G conundrum that we turn again this week as the role of Intelligent Infrastructure cements itself as a point of contention within the community, and questions increasingly crop up over how we can deliver the likes of Smart Cities.
This is the third in a series of articles written in close cooperation with IJGlobal partner Matthew Garver who runs Management & Excellence Global Inc. and is also president and managing partner of Liberty Street Capital.
The previous pieces – Bring on the infra revolution and Battle lines drawn for Intelligent Infra – focused on the application of Intelligent Infra in Smart Transportation Corridors, and the second on US attempts to limit the role played by Huawei in the delivery of 5G networks, citing security risks.
This week, we take the discussion to a new level – the impact of the UK PM’s decision to open the door (partially) to the Chinese telecoms equipment giant and how, a lot sooner than some people expect, this will bring the finance community to the table.
Bring on the Infra Revolution - IJ Global
January 29, 2020
It seems fitting that the first editorial of a new decade should focus on how the market is evolving to meet future demands as greenfield infrastructure morphs into a creature significantly different to the beast we know.
This year – 2020 – will go down in history as the tipping point for an entire industry as participants respond to changes in the market, a shift that will see new skills and a new breed of infra specialists brought on to teams.
While the employment landscape will alter, let’s not be alarmist – the underlying market will carry along happily, even if at the currently fairly restrained pace for greenfield developments… excepting offshore wind which is going gangbusters.
Funds will continue raising capital to their hearts’ content and is stood up by our funds report for 2019 that is due out soon and will show a dip on the previous year’s record $104 billion raised by unlisted infra funds.
The M&A market shows no sign of slowing down. In fact, it neatly matched the appetite of investors for assets in the sector (or in many cases the first or second cousin thereof). Investment banking is without doubt one of the sexiest places to be working right now… especially if you don’t value sleep.
We’ll all be kept busy following the deckchairs as they are rearranged with as more pleasing bottoms sit on them… but there’s a shift afoot – one that we all need to be ready for.
Sustainable Digital Infrastructure Investing at ASCE
January 29, 2020
Watch the video on youtube.com: https://youtu.be/wuRVSJq-KBU
Battle Lines drawn for Intelligent Infrastructure
January 29, 2020
The lines are being drawn for an East/West technology battle as Intelligent Infrastructure takes a step closer to becoming reality… with the US placing itself in the vanguard as the tech protector for Western nations.
This week witnessed the introduction of a Bill to the US Senate that has taken many people by surprise… mostly for it having bipartisan support. This legislation seeks to subsidise home-grown tech companies to come up with an alternative 5G solution to Huawei and ZTE, citing security concerns over widespread adoption of Chinese solutions.
The legislation – Utilizing Strategic Allied (USA) Telecommunications Act – will use proceeds from spectrum auctions and $1.25 billion in grants (spread across 10 years) to support advancements in 5G technology.
It is sponsored by senators Mark R Warner (D), Richard Burr (R), Marco Rubio (R), Bob Menendez (D), Michael Bennet (D) and John Cornyn (R) and is designed to accelerate delivery of a Western 5G solution as the West lags woefully behind China – which already has an operational chip.
Safeguarding Europe's Infra Profits
October 14, 2019
In a recent IJGLobal article, we explain the need for Value for Risk, a dynamic risk analytics methodology to better understand geopolitical, economic and lifecycle risks from long-dated infrastructure projects. European political risks have dramatically increased for infrastructure investors, fueled by changes to environmental policies. On the other hand, with current Libor rates in negative territory, returns on debt in Europe often do not exceed 1.5%. And these normally do not even sufficiently consider political and regulatory risks. While European governments are under pressure to meet ambitious energy goals in light of public pressure, investors are put off by a sea of political and regulatory risks which seem to be constantly shifting. Yet infrastructure is arguably the world´s biggest non-military sector and a necessity for investors. European infrastructure is estimated to need $15 trillion in investments, according to the Global Infrastructure Hub (2019). Present risk approaches are confined to pricing credit risk and technical project completion risks. However, factoring in maturing technology risks in renewables, for example, these risks are likely to come lower down the scale than the likes of political/regulatory risks. Management & Excellence Global Inc. has created a model for analyzing Value for Risk (VfR*), pricing 150+ political and regulatory risks both in the CAPEX and OPEX phases of infrastructure projects.