Global infrastructure

Infrastructure has a well-earned reputation as a portfolio diversifier, especially when inflation ticks up. This is a good thing at the moment because inflation is...

Infrastructure, interest rates and inflation: three dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their...

Think about some of Australia’s most prominent buildings, bridges, tunnels and railways. Now tell me how many of them have an ASX ticker. Not many, as Invest...

This financial year has been momentous for mergers and acquisitions in the ASX-listed infrastructure sector – and it's only October! Three proposed M&A transactions...

As the (very big) "furniture" off which telecom companies hang their technology, so-called macro towers are core to our mobile and data networks. The 4,000 towers...

The headquarters of Xcel Energy (NASDAQ: XEL), an electricity and natural gas company that operates across eight mid-western US states, lies just a few kilometres away...

The hunt for yield is a topic on everyone's mind. Record low-interest rates mean that traditional risk-free assets are no longer a viable way to compound your...

Consistent with trends in past budgets, the 2021 Federal Budget saw the Commonwealth Treasurer identify a further $15.2 billion in new spending on major...

In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening...

Whitehelm is a specialist infrastructure manager with over 23 years of investment experience. Over this time, Whitehelm has established an outstanding track record...