global listed infrastructure

Resolution Capital's Sarah Lau discusses the underappreciated opportunities in global listed infrastructure in this episode of Fund in Focus

As global electricity demand accelerates, so does the growth prospects of electric utilities in the global listed infrastructure sector.

Warryn Robertson of Lazard Asset Management also tells us which infrastructure stock is the highest quality pick in the world.

In times of uncertainty, looking for assets with strong moats and the ability to offer defensive income and capital growth can be critical.

Where Resolution Capital's Sarah Lau is seeing high-quality, attractively valued investments.

The opportunities from the digitisation megatrends could be bigger than most realise in this asset class according to Resolution Capital.

Resolution Capital's Sarah Lau discusses how you can avoid the peaks and troughs of the economic cycle - and access big megatrends.

Warryn Robertson explains why he adheres strictly to Lazard's definition of "preferred infrastructure" in this Fund in Focus.

The Lazard Global Infrastructure Fund portfolio manager explains how infrastructure rode out heightened inflation and his outlook from here

There is much to think about in geopolitics and macroeconomics over 2024 and it is unlikely to be a stable year.

The energy transition encompasses a reimagining of global energy production and consumption with the aim of reducing reliance on fossil fuels. As the CEO of Orsted...

A comparison of listed and direct market valuations

Infrastructure will play a pivotal role in global efforts to decarbonise energy while improving security at an affordable price.

Before the war in Ukraine, the phrase on infrastructure investors’ lips was ‘the energy transition’. Now, it is energy security and energy affordability, which...

With most of the developed world experiencing an energy crisis of varying degrees, investing in renewable energy has never been more in focus. The investment...

Australia alone is set to pour more than $15 billion into roads and railways, power grids, waterworks and communications infrastructure over the next decade. But this...

Investing involves risk. This is true of any investible asset, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as...

Infrastructure assets have an important role to play in all balanced portfolios, says 4D Global Infrastructure's Sarah Shaw. Here, she shares what makes a great listed...

We have been perplexed by the relative and absolute underperformance of toll roads globally. This is when road volumes in many parts of the world have returned to...

Almost every other week, it seems, another Australian large-cap stock is implicated in M&A activity. In some cases, such companies ultimately disappear from the ASX...