infrastructure

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...

Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis of companies outside the ASX200. The...

For the last few years the Australian economy has been meandering between 2-3% growth. This remained the case through last year with December quarter GDP up just 0.4%,...

For the past 16 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy over the...

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their...

As the housing construction boom comes to an end, the obvious question for investors is ‘where next?’ One potential opportunity lies in transport infrastructure...

Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of Australia (RBA) are cheering the ongoing growth. In fact,...