infrastructure

Latest news and analysis on infrastructure

Alternatives in Focus

Want 8%+ p.a. with fewer sleepless nights? These 2 portfolios aim to do exactly that

Designed by two seasoned advisers, these portfolios seek strong, reliable returns without the gut-churning volatility of equity markets.
Vishal Teckchandani
Livewire Markets
Private Assets

Can private markets be the alternative to lofty public market valuations?

Soaring valuations and reduced diversification are putting pressure on the 60/40 portfolio model. It's time to look at private assets.
Apollo Global Management
Apollo Global Management
Fund in Focus

How Brookfield is looking to win in the infrastructure supercycle and beyond

The Brookfield Infrastructure Income Fund is finding the long-term income opportunities in the ever-growing infrastructure sector.
Tom Stelzer
Livewire Markets
Investment Theme

Brookfield: How infrastructure can deliver returns, diversification and yield

Brookfield's Sam Garetano on the evolving role infrastructure can offer investors and why Brookfield's going big on Australia.
Tom Stelzer
Livewire Markets
Investment Theme

Vihari Ross: A generational cycle is starting, and investors are still on the sidelines

Ross said the energy transition would trump AI as the decade’s biggest capital cycle. A year on, she says the numbers still back her view.
Stephanie Gardner
Livewire Markets
Alternatives in Focus

Winning on their own terms: 5 funds and ETFs leading the pack

When markets turned messy and fear took hold, these alternative funds found their moment - and then some.
+3
Vishal Teckchandani
Livewire Markets
Private Assets

Inside the global infrastructure playbook for serious private capital

A rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.
David Clark
Koda Capital
Private Assets

$100 trillion plus: the alt investment offering generational growth

Infrastructure is offering a generational investment opportunity and Ares is making the most of it.
Tom Stelzer
Livewire Markets
Equities

The catalyst bringing BHP, Rio Tinto and Fortescue back to life (and taking it out of CBA)

Iron ore heavyweights are trending higher, while Commonwealth Bank is down almost 6% in the last two sessions. Here's why.
Kerry Sun
Livewire Markets
Fund in Focus

Defensive income with inflation-linked growth

Fund in Focus: Magellan Infrastructure Fund
Tom Richardson
Livewire Markets
Income Series

“We’re built for resilience”: How Magellan is navigating income in uncertain times

With rate cuts looming and markets at highs, Magellan’s Ofer Karliner makes the case for infrastructure as income’s quiet achiever.
TCL
Tom Richardson
Livewire Markets
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.
+7
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?
+1
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
1-20 of 188