Insights

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.

Gillian Larkins has joined the board of Bennelong Funds Management as non-executive director, effective from 15 April 2024. She will also chair Bennelong’s Audit, Risk and Compliance Committee.

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).

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

Bennelong Funds Management's parent company's philanthropic arm, Bennelong Foundation, put on a spectacular event for the reveal.