Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance...
A clear bridge to energy transition exists, with listed infrastructure key
The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and...
Decarbonisation push boosts infrastructure outlook - but correlations matter
Diversification is invaluable, and this is especially apparent during times of disruption and uncertainty. Exposure to infrastructure assets can help investors...
Why this fundie thinks Transurban is attractive
Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments' Shane Hurst says, with...
New funds offer wholesale access to infrastructure investments
Increasing government expenditure on social infrastructure is driving huge levels of investment into the sector. There are now several options for retail and...
Infrastructure assets gaining popularity as investors look to hedge inflation
Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.
Infrastructure companies deliver the goods
Listed infrastructure companies provide a powerful hedge against inflation.
Infrastructure is 'not just a bond proxy'
There is a common belief among the investment community that infrastructure and other real assets are little more than a "bond proxy".
Toll roads, everyday needs offer 'true' inflation hedge
The near $1 billion Martin Currie Real Income Fund has been preparing for an outbreak of inflation since 2021, according to Ashton Reid, Portfolio Manager of...
Private capital flows driving renewable transition
Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management's latest deal to buy two battery...
All eyes on supply chains
Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. As we review the...