Covid-19: emerging trends on the availability and cost of infra debt

In a previous article, I wrote about the early impact of Covid-19 on equity valuations across the energy and infrastructure space, noting changing cashflow expectations in some sectors, but not necessarily all, and no general trend of higher discount rates....

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Import duty and vat relief for certain medical equipment and materials

Early market reactions to Covid-19 in the energy and infrastructure deal universe

It has been some few weeks. I am writing this from home, connected to team members and clients through technology but otherwise working in isolation, and this experience will be familiar to nearly all of our clients around the world....

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Early market reactions to Covid-19 in the energy and infrastructure deal universe

It has been some few weeks. I am writing this from home, connected to team members and clients through technology but otherwise working in isolation, and this experience will be familiar to nearly all of our clients around the world. As well as i...

Read more

Covid-19: emerging trends on the availability and cost of infra debt

In a previous article, I wrote about the early impact of Covid-19 on equity valuations across the energy and infrastructure space, noting changing cashflow expectations in some sectors, but not necessarily all, and no general trend of higher discoun...

Read more

Modelling Covid-19 disruption

As advisors and financial modellers, we are in the business of change, and trying to forecast what different futures can look like.  As we enter a new period of “interesting times”, it is worth looking back at what happened t...

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