infrastructure

It's been a year since Zinurova was tasked with leading the then recently acquired WAM Alternative Assets portfolio, which became the seventh LIC to enter prominent...

A classic Buffett-ism is "Only when the tide goes out do you discover who's been swimming naked". And with inflation well and truly present in global economies, Lazard...

In the fourth episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses infrastructure, an asset class that plays an important...

Hard-bitten infrastructure investor Jonathan van Rooyen, co-founder of unlisted infrastructure fund manager Invest Unlisted, kicked off a recent interview with a...

A classic Buffett-ism is "Only when the tide goes out do you discover who's been swimming naked" and Lazard Asset Management's infrastructure portfolio manager Warryn...

Investors seeking income generally do so at the expense of growth. After all, a dollar returned in income, is a dollar not reinvested. But the 'Fourth Industrial...

This financial year has been momentous for mergers and acquisitions in the ASX-listed infrastructure sector – and it's only October! Three proposed M&A transactions...

Introducing the WAM Alternative Assets education series with Portfolio Manager Dania Zinurova, where we delve into the fundamentals of alternative assets and the...

Is the COVID pandemic testing the defensive nature of unlisted infrastructure? The answer may lie in diversification between the different types of infrastructure...

Sometimes it's all about timing. At other times, it's about doing the right thing. And sometimes, as in the case of renewables, it's both. Renewable energy has...

Telstra’s (ASX: TLS) $2.8 billion sale of a major stake in its InfraCo Towers business was welcomed by shareholders in recent weeks. The deal will unlock a large...

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...

The world is currently experiencing a period of very strong global economic growth, with productive economies reopening and vaccine rollout. This has been a product of...

The hunt for yield is a topic on everyone's mind. Record low-interest rates mean that traditional risk-free assets are no longer a viable way to compound your...

Ben Griffiths of Eley Griffiths Group views the stock market as a battle; only the weapons are reading, forming relationships, and learning to manage money. And...

It’s no secret that more investors are seeking alternatives as historically low interest rates and emergency levels of stimulus spending are making stocks and bonds...

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...