The document discusses various aspects of infrastructure investment, including the impact of valuations, ESG considerations, regulatory changes, political risks, and megatrends. It highlights the attractiveness of medium-sized investments due to high valuations in large unlisted infrastructure businesses and the importance of considering ESG issues to manage reputational risks. The introduction of Solvency II is expected to influence European life insurance companies' infrastructure investments. Political risks are acknowledged, with a focus on understanding regulatory frameworks to mitigate them. Megatrends are considered important for long-term infrastructure investment strategies.
documents/vol00010-efta01458603-pdf.pdf
{"title":"Investment Insights","key_people":["Hamish Mackenzie"],"document_date":"October 2015","document_type":"correspondence","key_locations":["Europe","U.K."],"key_organizations":["Deutsche Asset & Wealth Management","European Insurance and Occupational Pension Authority (EIOPA)"],"reference_numbers":["DB-SDNY-0118586","SDNY_GM_00264770","EFTA01458603"]}