Despite increasing globalization, the infrastructure sector is almost exclusively covered by regional analysts. This type of analysis makes it difficult to compare one infrastructure play to another, especially when they reside in different geographies. To successfully invest in the infrastructure sector, a global comparative perspective is required. Insight uses standardized metrics across continents to provide investors with a better understanding of the international activity of corporates and to identify global valuation anomalies leading to actionable investment recommendations.

Insight’s models, providing a level of detail not usually found on the sell-side, are critical to their track-record of successful analysis. Insight takes a ‘bottom-up’ approach, assessing the value of infrastructure assets with a DCF. Inputs such as traffic and cost of capital are carefully scraped for accuracy before being aggregated into a detailed Sum of the Parts. Using standardized metrics for IRR, cash-flow forecasting and cost of capital allow Insight to compare valuations for infrastructure projects from one continent to another – and then identify the best investments.