infrastructure

The combination of infrastructures attractive fundamentals, long-term structural growth opportunity, the COVID-19 response and beaten-down stock prices following the...

One of the key defensive cornerstones of multi-asset and equities portfolios since the end of the GFC has been the use of property and...

The easy premise is that the scourge of COVID-19 will change societies, economies and company profits forever. The harder forecast is where, and to what extent. Just...

Grant Mackenzie, Senior Portfolio Manager at Freehold Investment Management, summed up what’s unique about this crisis with a few, well-chosen words. “We’ve never...

When constructing model portfolios, an allocation to direct renewable infrastructure may enhance portfolio outcomes due to the sector's unique and differentiated...

If you’re searching for value in the Australian market, it may be worth taking a look at Seven Group Holdings (ASX:SVW). With a stable of businesses leveraged to...

Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10 years (as at 30...

One way investors can structure their portfolios is around ‘supertrends’ – long term themes that capture the major societal shifts underway, according to Andrew...

Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in...

With global growth slowing and central banks around the world running out of ammunition to respond, governments will need to step in with increased fiscal stimulus to...

With capital cheap and plentiful, ‘buy now, pay later’ seems an eminently logical strategy. But will it prove sustainable when the time comes to pay? Or is the...

As global central banks embark on yet another round of rate cuts, taking the world closer to or beyond the zero-yield point, investors face a difficult conundrum. Stay...

Valmec Ltd (ASX:VMX) is a diversified energy and infrastructure services group that provides essential services to the oil and gas, resources and infrastructure sector...

Infrastructure can provide defensive income, allow investors some participation in the upside of equity investment, and provide diversification from equities and...

An investor's job can be boiled down to two primary tasks, explains Warryn Robertson, Portfolio Manager at Lazard. First, to predict what a company's cash flows or...

Given the sudden volatility in global markets at the end of 2018, we felt it was important to meet with fund managers we currently invest in and seek out potential new...

Almost 12 months ago, we published an article about the coming boom in Australian infrastructure spending. At the time, a popular chart by Macromonitor (see below) was...

The prospect of a Labor government has far reaching ramifications for investors. However, there is one sector that stands to benefit from the election cycle whatever...