global listed infrastructure

We have been perplexed by the relative and absolute underperformance of toll roads globally. This is when road volumes in many parts of the world have returned to...

Almost every other week, it seems, another Australian large-cap stock is implicated in M&A activity. In some cases, such companies ultimately disappear from the ASX...

The race to ‘net zero’ is on in every part of the globe, those two little words giving investors comfort that companies are taking real action on climate change....

We believe inflation linkage is a key attribute of infrastructure as an asset class. And we’re often asked to prove it, especially now with fiscal and monetary...

A product of grazing stock, Andrew Maple-Brown's father, Robert, grew up on the land and developed a lifelong appreciation for planning and foresight. Like his...

As we approach the midpoint of 2021, infrastructure is at an inflection point. Different markets are emerging from COVID-19 at their own pace, while long-term...

The details of the first of two parts of President Biden’s ‘Build Back Better’ plan, The American Jobs Plan (‘AJP’), was released on March 31 by the White House with a...

Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never...

Equity markets have reached new highs as economies around the world emerge from slowdowns forced by COVID-19. Demand for digital infrastructure and recent commitments...

My drive into the Sydney CBD was a stop-start crawl of around 45 minutes in pre-COVID times – I’m now often parking the car 20 minutes after leaving. But the trip was...

Ageing roads, outdated railways and undersized airports: the already massive infrastructure challenge facing countries of the world is now gargantuan – a US$5.5...

Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah...

Ausbil’s Listed Infrastructure Team has been looking over the form guide for the coming US election, and what differences the two candidates might bring...

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the...

The covid-19 pandemic has reverberated through the global economy, corporate profits and consumer confidence, and caused investors to recast their return expectations...

In times of volatility, such as we’re in now, many investors turn to infrastructure stocks for their defensive qualities and regular income stream. But not all...

In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investing in infrastructure. When we sat...

If there was one thing we learnt during the federal election campaign this year it was how much was being spent – and promised to be spent - on infrastructure ...

Australia’s infrastructure boom, with its $58 billion pipeline designed to provide for the country’s growing communities, has made the sector one of the...