infrastructure

Latest news and analysis on infrastructure

Macro

An industry having a ‘Chumbawamba’ moment

ASX takeovers soar in 2025: Building materials sector, hit by post-COVID pressures, sees small-caps bought by strategic investors.
Robert Miller
NAOS
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

ASX Dividend Stocks: This 6-8% yielder held steady during the market selloff

While the S&P/ASX 200 tumbled 14% between February 14 and April 7, Dalrymple Bay Infrastructure managed to push 2.5% higher. Here's why.
Kerry Sun
Livewire Markets
Equities

9 growth and defensive stock picks from 3 market-beating fundies

Plato, Hyperion and Resolution Capital share their top stock ideas to play some of the market's hottest themes.
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Vishal Teckchandani
Livewire Markets
Outlook Series

Core infrastructure investments: Stability and growth potential

If the spike in real bond yields fades, we expect a significant uptick in the valuations for infrastructure companies in coming years.
Ben McVicar
Magellan
Education

The biggest opportunities in the investment world today

Day 4 of Livewire’s 12 days of Christmas brings insights from four experts.
Livewire Exclusive
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?
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Chris Conway
Livewire Markets
Investment Theme

Forget chips, this could be the biggest AI opportunity

The demand requirements of data centres are creating a challenge and an opportunity for investors around the world.
Sarah Shaw
4D Infrastructure
Macro

Observations from across ‘the ditch’

Whilst Zoom has made communicating with companies far more efficient, at NAOS we still believe that nothing beats a face-to-face meeting.
Robert Miller
NAOS
Alternatives in Focus

No more trade-offs: Green investment can deliver competitive returns

With US$190 trillion to be spent by 2050 to meet global net-zero targets, there's a massive opportunity in green energy infrastructure.
Livewire Exclusive
Livewire Markets
Alternatives in Focus

Macquarie on the asset class expected to accelerate into a "multi-decade growth opportunity"

Macquarie aims to merge profit with purpose with its strategy for capitalising on green energy growth
Chris Conway
Livewire Markets
Investment Theme
Sponsored

A first mover opportunity in this long term structural growth theme

Investors are only beginning to understand the opportunity in battery technology and energy storage.
Australian Ethical Investment
Australian Ethical
Equities

A defensive stock riding two megatrends: AI and decarbonisation

Southern Cross Electrical Engineering says its data centre turnover has increased more than five-fold over the past three years.
Kerry Sun
Livewire Markets
Investment Theme

A generational change is coming. Here's where you could invest to take advantage of it

According to two demographers, we’re approaching a new generational cycle and this has implications for investors.
Arian Neiron
VanEck
Macro

The dawn of a new UK infrastructure revolution

With Labour’s bold reforms, the stage is set for a new investment landscape — the upside for investors could be substantial.
Xinyu Ru
Fawkes Capital Management
Rapid Fire

Why this "real asset" investor has a spring in his step

An outlook of stronger tenant demand and an upshift in manufacturing all bode well, says Trilogy's Clinton Arentz
Glenn Freeman
Livewire Markets
Macro

AI's power struggle: An energy crisis in the making

AI's explosive growth is threatening to outpace our current power grid capabilities, sparking a looming energy crisis.
Xinyu Ru
Fawkes Capital Management
Private Assets

Social & affordable housing: A holistic, next generation approach to drive long term housing security

The key to addressing this need is to catalyse private sector capital.
Steve Gross
Palisade Impact
Macro

Why Labor needs these investors to make key policy measures work

And a recap of what Federal Treasurer Dr Jim Chalmers MP has budgeted for.
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
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