UK Water is going through a public and investor relations nightmare. Water usually has the toughest PR amongst infrastructure sectors as the public everywhere tends to get much more emotional about water compared to other utilities.

Our young asset class is going through its first cycle in terms of interest rates, and proving itself. Nominal1 expected returns2 have...

As discussed previously1, core infrastructure has generally performed well in spite of the Covid-19 crisis and subsequent macroeconomic...