global listed infrastructure

Latest news and analysis on global listed infrastructure

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.
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Sara Allen
Livewire Markets
Investment Theme

Building on strength: How infrastructure is shaping up for the rest of 2025

Volatility, tariffs, and shifting geopolitics reshaped markets in H1. Here’s how we're positioning for what’s next.
Sarah Shaw
4D Infrastructure
Investment Theme

Where we’re bullish on Asian infrastructure (and where we're not)

Our Asia trip reaffirmed our long-term thesis, but U.S. tariffs and policy shifts have prompted changes to our investment strategy.
Sarah Shaw
4D Infrastructure
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
Investment Theme

Trump’s tariff policies, the impact on the economy and global listed infrastructure

Unpacking the global fallout from Trump’s tariffs and how listed infrastructure could weather the storm
Sarah Shaw
4D Infrastructure
Asset Allocation

Global listed infrastructure – Shielding US tariffs

The global listed infrastructure sector's attractive characteristics remain intact, despite the high level of market volatility.
Sarah Lau
Resolution Capital
Listed Series
Sponsored

How to find equity-like returns with lower risk for your portfolio

Resolution Capital's Sarah Lau discusses the underappreciated opportunities in global listed infrastructure in this episode of Fund in Focus
Vishal Teckchandani
Livewire Markets
Investment Theme

Why now is the time for your portfolio to gain exposure to nuclear power

As global electricity demand accelerates, so does the growth prospects of electric utilities in the global listed infrastructure sector.
Sarah Lau
Resolution Capital
Views from the Top

One of the best times to buy infrastructure stocks in the last 30 years is happening right now

Warryn Robertson of Lazard Asset Management also tells us which infrastructure stock is the highest quality pick in the world.
ALX
TCL
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Livewire Exclusive
Livewire Markets
Equities

The nuclear renaissance is here: where to invest

In times of uncertainty, looking for assets with strong moats and the ability to offer defensive income and capital growth can be critical.
Sarah Lau
Resolution Capital
The Pitch

The infrastructure stock with better earnings growth potential than Transurban

Where Resolution Capital's Sarah Lau is seeing high-quality, attractively valued investments.
TCL
Sara Allen
Livewire Markets
The Pitch

The investments that will power 30 million households by 2030

The opportunities from the digitisation megatrends could be bigger than most realise in this asset class according to Resolution Capital.
Sara Allen
Livewire Markets
The Pitch

How to invest in the next big growth theme (but with more stability)

Resolution Capital's Sarah Lau discusses how you can avoid the peaks and troughs of the economic cycle - and access big megatrends.
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Sara Allen
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
Investment Theme

Inside this inflation-beating asset class (and Warryn Robertson’s preferred plays)

The Lazard Global Infrastructure Fund portfolio manager explains how infrastructure rode out heightened inflation and his outlook from here
ALX
TCL
Glenn Freeman
Livewire Markets
Education

Positive signs for global listed infrastructure in 2024

There is much to think about in geopolitics and macroeconomics over 2024 and it is unlikely to be a stable year.
Andrew Maple-Brown
Maple-Brown Abbott
Investment Theme

A reimagining of global power, on the front line of the energy transition

The energy transition encompasses a reimagining of global energy production and consumption with the aim of reducing reliance on fossil fuels. As the CEO of Orsted...
Mark Jones
Resolution Capital
Education

Is the tide turning for listed infrastructure returns?

A comparison of listed and direct market valuations
Andrew Maple-Brown
Maple-Brown Abbott
Education

Offering solutions in a complex and evolving energy market: stock in focus – SSE

Infrastructure will play a pivotal role in global efforts to decarbonise energy while improving security at an affordable price.
Andrew Maple-Brown
Maple-Brown Abbott
Education

Moving from energy transition to energy trilemma – what it means for investors

Before the war in Ukraine, the phrase on infrastructure investors’ lips was ‘the energy transition’. Now, it is energy security and energy affordability, which...
Andrew Maple-Brown
Maple-Brown Abbott
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