Quarterly Valuation update: November (Energy & Infrastructure)

By Ben Morris

Wednesday 16th November 2022

“May you live in interesting times” (Chinese curse, apocryphal). This quarter we consider the impact of a mix of, often contradictory, market drivers on the valuation of assets in the energy and infrastructure sectors. Uncertainty is up, inflation is up, power prices are up, cost of debt is up, tax is up or down depending on what day it is. The gap between theoretical and market valuations continues to fluctuate. This webinar covers our thoughts on how to balance all these drivers in a way that is prudent and realistic.

Hear from Director Julian Macmillan and Partner Ben Morris, specialising in valuations for energy and infrastructure assets, as they share their perspectives on the latest market developments and how investors and asset managers have responded.

Learning objectives:

  • Understand how the changes in the global macro economics have impacted valuations of assets in the energy and infrastructure sector
  • Discuss how to manage contradicting drivers of valuations methodologically
  • Expand your understanding of how and why there is a continued gap between theoretical and market valuations