Infrastructure Investing

Real income in an inflationary world: why listed real assets may offer the pricing power your portfolio needs.

After years of flat demand, data centres are forcing new capacity decisions and driving the next wave of investment.

Essential assets, long-life cash flows and a new listed note offering income exposure to infrastructure debt.

With attractive valuations and defensive qualities, this asset could be the megatrend exposure your portfolio is missing.

Look past the headline loss and focus on the underlying improvements, and there's plenty to like about TCL's results, says Ofer Karliner.

Warryn Robertson of Lazard Asset Management also tells us which infrastructure stock is the highest quality pick in the world.

The investment world has become hyper-concentrated, so where can investors turn for uncorrelated returns?

BlackRock's Tamara Haban-Beer Stats talks about the benefits of investing in infrastructure and REITs.

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

Warryn Robertson explains why he adheres strictly to Lazard's definition of "preferred infrastructure" in this Fund in Focus.