Global infrastructure

Latest news and analysis on Global infrastructure

Investment Theme

In a concentrated world, these 2 asset classes can offer uncorrelated returns

The investment world has become hyper-concentrated, so where can investors turn for uncorrelated returns?
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Chris Conway
Livewire Markets
Investment Theme

The “unprecedented potential” of these assets (and 2 long-term investments)

Five V Capital and Palisade Investment Partners provided exclusive insights ahead of the Pinnacle Investment Summit 2024
Glenn Freeman
Livewire Markets
Fund in Focus

Lazard's formula for finding the world's best infrastructure assets

Warryn Robertson explains why he adheres strictly to Lazard's definition of "preferred infrastructure" in this Fund in Focus.
Chris Conway
Livewire Markets
Views from the Top

The asset class that outperforms when the economy doesn't

Plus, why investors should focus on getting rich slowly.
TCL
Ally Selby
Livewire Markets
Investment Theme

2 infrastructure stocks that present better value than Transurban

Want exposure to the biggest themes of today but restricted by a need for stable income? Perhaps it's time to look to this asset class.
TCL
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Sara Allen
Livewire Markets
Investment Theme

The $30 billion investment opportunity in Australia’s power grid

There are several reasons why Australia's power transmission infrastructure presents a compelling investment opportunity.
Sarah Shaw
4D Infrastructure
Asset Allocation

Buying & building industry leading businesses | Chris Mauss

Murdoch speaks with Chris Mauss the Managing Director, Private Equity at Partners Groups about investments, opportunities & outlook.
Murdoch Gatti
York Wealth Management
Investment Theme

Elections and other geopolitical risks also hold opportunity for this global asset class

After a year of economic twists and turns, we consider what the year ahead could bring.
Sarah Shaw
4D Infrastructure
Outlook Series

Infrastructure set to target returns above the long-term average

We expect a significant uptick in the valuations for infrastructure companies in the next year or two. Here's why.
Shane Hurst
ClearBridge Investments
Equities

The 5 big growth drivers propelling this asset class (even in volatile times)

If these investments don't happen, we as a society go backwards - and infrastructure is one of the biggest drivers and beneficiaries.
Sara Allen
Livewire Markets
Fund in Focus

Targeting 15% pa returns (with zero equities exposure)

Our global private equity (PE) fund provides all-in-one investment exposure to unlisted opportunities across multiple markets and industries
Peter Beske Nielsen
EQT Partners
Private Assets

75% of the great companies aren’t listed. Here’s how you can access them

Sweden's EQT Partners, one of the world's biggest private equity managers, is touching down in Australia. Find out what they have to offer.
David Thornton
Livewire Markets
Macro

A big disinflation tailwind is coming

The US economy is showing signs of accelerating growth. We discuss the impact of shelter costs in driving disinflation.
Chris Bedingfield
Quay Global Investors
Investment Theme

"Too important to ignore:" The overlooked investments you should have on your radar

Why I believe emerging markets are too important to ignore and my view on the best way to gain exposure.
Sarah Shaw
4D Infrastructure
Expert Insights

How to invest where consumer demand is set to explode

Emerging markets offer huge growth potential, but how do you invest for the exposure while managing the key risks?
Sara Allen
Livewire Markets
Expert Insights

The asset class that relishes high inflation and rising interest rates

When you are looking for consistent earnings, tried and true methods can pay off, particularly when it comes to this asset class.
TLS
Sara Allen
Livewire Markets
Expert Insights

Why the time is now for investing in this theme and three stocks to get on board

The energy crisis was a catalyst in many ways for energy investing so what do investors need to keep in mind?
Sara Allen
Livewire Markets
Equities

10 ASX-listed stocks to access 3 of this decade's megatrends

While the green transition is a dominant theme of our times, don't forget some of the lesser discussed themes for your portfolio.
ALD
COH
EHE
+7
Sara Allen
Livewire Markets
Investment Theme

This asset class is surrounded by moats, and it's going for cheap

I've recently sat down with Bennelong Account Director, Jodie Saw to talk about how infrastructure has been performing, 4D’s portfolio, and the opportunities for...
Sarah Shaw
4D Infrastructure
Education

A 2023 macroeconomic outlook

While the outlook for 2023 remains uncertain, some green shoots have recently emerged.
Sarah Shaw
4D Infrastructure
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