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...

Following recent management meetings, we think Veris could be a standout microcap (VRS.ASX $0.075 Mkt Cap $30.4m). Looking forward, VRS could be approaching turnover...

Toll roads and gas companies are the pick of infrastructure stocks into 2021, said Magellan head of infrastructure and portfolio manager Gerald Stack. He also revealed...

Water has always been fundamental to life, and electricity isn’t far behind as a staple of modern existence. Reliable internet access is creeping ever-higher on the...

One year ago, we published an article titled “East Coast Infrastructure – Worst Boom Ever?”, which highlighted that despite the significant hype behind the...

Ausbil’s Listed Infrastructure Team has been looking over the form guide for the coming US election, and what differences the two candidates might bring...

Power companies are boring but critical; water is a liquid asset with a solid outlook; and mid-sized infrastructure opportunities are on the rise, say a trio of...

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Real Asset and Infrastructure managers to share a chart from their presentation and explain its...

It’s only natural that investors are feeling nervous about the future of A-REIT and infrastructure sectors (outside of industrial and utility stocks). Since the...

The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast. So too was the...

With lockdowns across the globe slowly lifting and signs that global economies are emerging from hibernation, is now the time to invest in airports? Valuations...