infrastructure

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

Our Asia trip reaffirmed our long-term thesis, but U.S. tariffs and policy shifts have prompted changes to our investment strategy.

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.

Plato, Hyperion and Resolution Capital share their top stock ideas to play some of the market's hottest themes.

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

Day 4 of Livewire’s 12 days of Christmas brings insights from four experts.

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

The demand requirements of data centres are creating a challenge and an opportunity for investors around the world.

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

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