Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
Utilities and toll roads power ahead as infrastructure tailwinds build
Electricity networks and long-dated toll roads are powering infrastructure performance. Structural tailwinds from AI, climate resilience and regulated returns...
Private infrastructure: The outperformer in a noisy market
Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...
Infrastructure's second act: Why advisers should take another look
Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...
Infrastructure at a crossroads: Investing for scale and society
Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...
Back to base pyramid, looking for the real needs
The world is increasingly focused on resilience, security, and strategic self-sufficiency. Capital is progressively flowing back to foundational needs such as...
‘Monumental’ task has private infrastructure poised to surpass real estate in value
Private markets is clearly a rapidly growing part of the investment ecosystem, with the Australian Securities and Investments Commission (ASIC) recently citing...
New Calvary John James Hospital exemplifies Barwon’s healthcare expertise
Often you will speak to a fund manager that will talk about its specialist approach, the market niche that it understands well and can leverage, and how the...
Why infrastructure’s best feature is ‘misunderstood’
Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is...
Power lines to profit: Top performing listed infrastructure funds
Listed infrastructure companies own and manage key assets across utilities, transportation, communication, and social sectors. Despite the allure of steady...
Australian Ethical zeroes in on energy transition with new infrastructure debt fund
Australian Ethical's partner in the new fund, Infradebt, is an ubiquitous presence in Australia's energy transition movement, having funded 40 renewable...