infrastructure

The crowd lauds its strengths but ignores its structural weaknesses and ethical shortcomings. I assess both and consider their implications.

Why Transurban,. Qantas and Auckland International Airport are defensive transport names worthy of a place on your watchlist.

We believe the two resource-rich economies will be global growth leaders over the next several years.

Infrastructure, private equity, private debt, global macro and hedge funds all take a spot in this eclectic asset class.

While the market prognosis looks subdued, VanEck’s Jamie Hannah argues there’s plenty of opportunity for investors to capitalise on.

Railroads are essential, especially in Australia which is driven by the export of commodities and mined in remote parts of the country.

I've recently sat down with Bennelong Account Director, Jodie Saw to talk about how infrastructure has been performing, 4D’s portfolio, and the opportunities for...

Most experts rule out a soft-landing recession, including those at ClearBridge Investments. Here's why and what investments to look at.

When you find a company with an attractive business model, it is always worth a deeper dive.

Investors rejoiced when Telstra hiked its dividend for the first time in seven years at its full-year result. But will the payouts continue?

Henry McVey provides an update to his "Keeping It Simple" mantra for 2023.

Flexible, diverse, predictable, and exposed to major global trends? 4D Infrastructure’s Sarah Shaw says this investment has it all.

Europe has long been the leader in the global energy transition. In this piece, we look at how renewable policy development is accelerating in Europe, focusing...

Mobile phone towers might not strike investors as too exciting until they look at the fundamentals and growth outlook for this vibrant sector.  In this piece,...

With equities weaker in 2022 and trading on fast-moving events such as aggressive rate hikes, infrastructure's long-term proposition has been looking more attractive...

Delivering a sustainable yield while preserving (and even growing) capital is the holy grail of income investing. Infrastructure assets, given their stable cash...

While central banks may have confidence that they are managing the inflationary cycle well, growing economic uncertainty, coupled with what we see as persistent...

Given we are now living in a post-pandemic world, my guess would be that you are reading this article from your home office. After all, research from the ABS shows...

Pricing power has never been as important for investors with inflation on the rise, but some essential services might be in a better position to raise prices in line...

Infrastructure is a compelling asset class for the consistent and dependable yields it can generate. It generates this income from assets that enjoy significant...