Insights

This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

Since the global financial crisis, most western economies have relied on central bank policy to manage both inflation and employment.

Over the past 24 months, most investors and commentators were ambushed by the resilience and strength of the Australian housing market. Despite prophecies of doom, values have held up in the face of the significant interest rate hiking cycle.

This is the 15th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Chris James, Senior Investment Analyst, through Indonesia, Malaysia, Thailand and Hong Kong/China meeting with management teams from regulated utilities, communications and transport companies.

If there was one dominant real estate investment theme this past year, it’s data centres.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

In this article, we expand on our recent paper, The real risk of wildfires to US infrastructure investors, which outlined the increasing risk to utility investors from the increasing occurrence of wildfires ignited by electrical utilities’ assets.

This article discusses how Europe has finally gotten on board with the need for electricity transmission and distribution networks, supporting a much-needed boost to network investment to the benefit of the whole sector.

In the absence of a change in fiscal policy, the consumer and policy cycle will repeat until interest rates approach zero (again).