infrastructure

To quote the legendary Jeremy Grantham’s thoughts on markets from The Rules of Investing podcast: “This is a bubble, this is serious”. Livewire readers share that...

Post-pandemic property and infrastructure usages are rapidly changing. Office usage is falling and demand for distribution centres is increasing. Residential property...

Billionaire buddies Warren Buffett and Bill Gates both have large portfolios of infrastructure assets. Infrastructure investments provide these billionaires with...

Veris Limited (ASX:VRS) yesterday delivered a great quarterly, that builds our confidence this is a hidden gem in the small caps we follow. Since the last desk note...

Whitehelm is a specialist infrastructure manager with over 23 years of investment experience. Over this time, Whitehelm has established an outstanding track record...

Recently President Biden unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise US transportation infrastructure, water systems,...

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...

In a reporting season where most company reporting was disrupted significantly by COVID-19 and changing consumer patterns – some positively and some negatively – it...

Global equities are setting new record highs while the world economy is on its knees. This divergence has many investors concerned about market valuations and taking...

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...