Infrastructure in 2022: Defensive Growth, or Just Defense?
The surprises over the last 12 months should give some indication of the significant uncertainty facing investors in 2022, with forecasts for global GDP growth...
'Huge opportunity' to find mispriced infrastructure assets
With the push towards decarbonization, ultra-low bond yields and rising inflation, the role of an adviser is becoming more and more challenging. The investment...
'Insatiable demand' for essential infrastructure to continue
Australian infrastructure assets such as airports, bridges and ports, known for their reliable income, are becoming the target of cashed-up overseas pension...
Infrastructure launch as private deals accelerate
Infrastructure remains among the hottest topics in investment banking and equity circles in 2021. Three blockbuster deals involving AusNet (ASX: AST), Sydney...
Sydney Airport's up for the fight
Sydney Airports (ASX:SYD) – As any investor would expect, the monopoly provider (and the nation’s major gateway) has had a challenging half-year,...
The path to net-zero for infrastructure
The infrastructure sector is set to play a critical role in journey to net-zero carbon dioxide emissions. The globe will look to spend trillions over the...
Net zero a positive for infrastructure investing
Click here to learn why net zero emissions is a positive for infrastructure investing.
Infrastructure manager launches unhedged option as USD rallies
Markets are on the rebound from last week’s hefty losses which came on the back of hawkish Federal Reserve commentary. The recovery is also hoping that...
ESG's key role in Clearbridge's award winning strategy
The Clearbridge RARE Infrastructure Income fund was last week awarded Money Management’s Fund Manager of the Year award for the Infrastructure Securities...
Infrastructure and utilities remain attractive, renewable valuations 'stretched'
Infrastructure assets, which range from utilities such as electricity generation, to assets that facilitate the movement of the population, such as airports...
Battleground: Infrastructure in post pandemic world
In this article we compare heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their respective infrastructure-focused...