infrastructure

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...

Renewable infrastructure possesses several similar characteristics to traditional infrastructure, most notably the defensive nature and the diversified role it can...

The turmoil we have seen in markets over the past few weeks has served as a timely reminder of the importance of diversification in portfolios, both across asset...

When Freehold Investment Management was established in 2010, we set out to offer investors an opportunity to invest in a portfolio delivering sustainable income and...

Now that governments are talking about re-opening the economy, investors can start thinking about the businesses that might provide the best returns as we emerge from...

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...