Global infrastructure

Latest news and analysis on Global infrastructure

Funds

Why Berkshire Hathaway is on this fundie's radar

4D Infrastructure CIO, Sarah Shaw, shares what went in, what came out, and what’s got her watching the US economy closely.
APA
+1
Stephanie Gardner
Livewire Markets
Rapid Fire

The opportunity driving 8-9% average earnings growth in the next three years

With attractive valuations and defensive qualities, this asset could be the megatrend exposure your portfolio is missing.
+1
Sara Allen
Livewire Markets
Income Series

Defensive income with inflation-linked growth

Fund in Focus: Magellan Infrastructure Fund
Tom Richardson
Livewire Markets
Income Series

“We’re built for resilience”: How Magellan is navigating income in uncertain times

With rate cuts looming and markets at highs, Magellan’s Ofer Karliner makes the case for infrastructure as income’s quiet achiever.
TCL
Tom Richardson
Livewire Markets
Equities

How Lazard's Infrastructure Fund has beaten the market for 20 years

The fund's targeting of high-quality businesses for income and growth has helped investors to steady returns for a very long time.
Tom Richardson
Livewire Markets
Funds

10 active funds that trumped the market in early 2025

See how Australia’s top funds outperformed in early 2025 - and the key trades and positions that helped them stay ahead.
360
MLX
+3
Vishal Teckchandani
Livewire Markets
Investment Theme

In a concentrated world, these 2 asset classes can offer uncorrelated returns

The investment world has become hyper-concentrated, so where can investors turn for uncorrelated returns?
+1
Chris Conway
Livewire Markets
Investment Theme

The “unprecedented potential” of these assets (and 2 long-term investments)

Five V Capital and Palisade Investment Partners provided exclusive insights ahead of the Pinnacle Investment Summit 2024
Glenn Freeman
Livewire Markets
Fund in Focus
Sponsored

Lazard's formula for finding the world's best infrastructure assets

Warryn Robertson explains why he adheres strictly to Lazard's definition of "preferred infrastructure" in this Fund in Focus.
Chris Conway
Livewire Markets
Views from the Top

The asset class that outperforms when the economy doesn't

Plus, why investors should focus on getting rich slowly.
TCL
Ally Selby
Livewire Markets
Investment Theme

2 infrastructure stocks that present better value than Transurban

Want exposure to the biggest themes of today but restricted by a need for stable income? Perhaps it's time to look to this asset class.
TCL
+2
Sara Allen
Livewire Markets
Investment Theme

The $30 billion investment opportunity in Australia’s power grid

There are several reasons why Australia's power transmission infrastructure presents a compelling investment opportunity.
Sarah Shaw
4D Infrastructure
Asset Allocation

Buying & building industry leading businesses | Chris Mauss

Murdoch speaks with Chris Mauss the Managing Director, Private Equity at Partners Groups about investments, opportunities & outlook.
Murdoch Gatti
York Wealth Management
Investment Theme

Elections and other geopolitical risks also hold opportunity for this global asset class

After a year of economic twists and turns, we consider what the year ahead could bring.
Sarah Shaw
4D Infrastructure
Outlook Series

Infrastructure set to target returns above the long-term average

We expect a significant uptick in the valuations for infrastructure companies in the next year or two. Here's why.
Shane Hurst
ClearBridge Investments
Equities

The 5 big growth drivers propelling this asset class (even in volatile times)

If these investments don't happen, we as a society go backwards - and infrastructure is one of the biggest drivers and beneficiaries.
Sara Allen
Livewire Markets
Fund in Focus

Targeting 15% pa returns (with zero equities exposure)

Our global private equity (PE) fund provides all-in-one investment exposure to unlisted opportunities across multiple markets and industries
Peter Beske Nielsen
EQT Partners
Alternatives in Focus

75% of the great companies aren’t listed. Here’s how you can access them

Sweden's EQT Partners, one of the world's biggest private equity managers, is touching down in Australia. Find out what they have to offer.
David Thornton
Livewire Markets
Macro

A big disinflation tailwind is coming

The US economy is showing signs of accelerating growth. We discuss the impact of shelter costs in driving disinflation.
Chris Bedingfield
Quay Global Investors
Investment Theme

"Too important to ignore:" The overlooked investments you should have on your radar

Why I believe emerging markets are too important to ignore and my view on the best way to gain exposure.
Sarah Shaw
4D Infrastructure
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