Global infrastructure

The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April. In a likely...

In this wire, 4D senior investment analyst Tasneef Rahman shows how volatile markets often give rise to the best investment opportunities. Investors can overreact to...

Achieving Net Zero carbon emissions is critical to long-term climate goals. After a prolonged period of a policy vacuum, Australia’s Net Zero commitment has received...

While the pandemic in all its forms will prevail longer than was initially hoped, the effective development and deployment of vaccines and treatments means the world...

During his 2020 election campaign, President Biden made commitments to relieve the economic hardship being experienced by a rising percentage of the US population, as...

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...