Insights

Intelligence that shapes infrastructure investment

Research. Strategy. Opportunity. Expert analysis for smarter investment decisions.

The world of infrastructure credit investment is evolving, presenting new opportunities and challenges. Our insights offer expert analysis, research and case studies that illuminate market trends, strategic transactions and risk management. Designed for investors, borrowers and industry professionals, this content reflects SIMCo’s deep experience and commitment to informed, forward-looking decision-making in global infrastructure finance.

SIMCo Explains: What is a Listed Fund?

Risk Management at SIMCo

SIMCo and Investec sign partnership agreement for energy and infrastructure finance

Technological Innovation in the Energy Sector

SIMCo Explains: What is Infrastructure?

Overview of SIMCo: Who are we and what do we do?

The Coming-of-Age of Infrastructure Credit

Infrastructure Private Credit vs Corporate Private Credit by SIMCo’s CEO

International Women’s Day

Connected Thinking – Infrastructure projects risks and reward

Infrastructure Credit vs Corporate Credit

Infrastructure Private Credit vs Corporate Private Credit

Kepler – Trust Issues: Investing in infrastructure debt with Randall Sandstrom

The Portfolio Management Function

SIMCo announces improved UN Principles for Responsible Investing scores across all categories

A Sit Down with the Chief Risk Officer

2025-26 Economic and Market Outlook

2025-26 Economic and Market Outlook

A Word from Our Project Sponsors (pt2)

A Word from Our Project Sponsors (pt1)

The Energy Transition

Offsites: Building Bonds

SEQI Annual Results to 31 March 2025

Equity Beta for Sequoia Economic Infrastructure Income Fund Limited (SEQI)

The European Healthcare Sector

SEQI Capital Markets Seminar 2025

Fibre to the Home Deployment in Europe

SEQI celebrates 10 years since its IPO with a Market Closing Ceremony at the London Stock Exchange

SEQI’s 10-Year Anniversary

Fresh Perspectives: Three New Joiners Share Their SIMCo Experience

Kepler interviews Randall Sandstrom – Trust Issues: Investing in infrastructure debt

Post-election Outlook for US Infrastructure Lending

Anurag Gupta of SIMCo Appointed to UKIIFB Steering Committee

Quoted Data Interviews Randall Sandstrom, CEO of SIMCo

SIMCo Risk Management

SIMCo Team

SIMCo & SEQI Overview

Deutsche Numis Infrastructure InvestmentCompany Conference

SIMCo announces improved UN Principles for Responsible Investing scores and expands ESG commitments

Private Markets Newsletter

The Great Energy Transition

Investing in Infrastructure – Interview with Randall Sandstrom

Outlook for United States Infrastructure: US Infrastructure Market Analysis

Outlook for United States Infrastructure: A Market Poised for Growth

Extreme Equity Market Volatility but Credit Drops Only Marginally and Infrastructure Holds Steady

Infrastructure Debt Risk-Return: Low Defaults, High Recoveries and a Spread Pick up vs Comparable Corporates

Infrastructure Return Correlations vs Other Asset Classes: Effects on the Efficient Frontier and Portfolio Diversification

Sharpe Ratios for Infrastructure Debt, Infrastructure Equity and Corporate Credit

Infrastructure Debt Pairwise Asset Correlations

Rating Volatility and Rating Drift of Infrastructure vs Corporates

Equity Betas for Listed Infrastructure Funds

Evaluating Local Authority Credit in a New Era of Budgetary Constraints

European Deflation or Low Inflation?

The Times, They are A-Changin’

SIMCo’s Key Takeaways on Moody’s Project Finance Study: Update

Buying Loan Portfolios

SIMCo’s Summary of Moody’s Analysis of Infrastructure Debt

Knowledge test

Understanding listed private credit infrastructure funds. Training materials and resources.

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