infrastructure

Private markets is clearly a rapidly growing part of the investment ecosystem, with the Australian Securities and Investments Commission (ASIC) recently citing data showing global private capital assets under management (AUM) having tripled over the past decade, to reach an estimated US$14.6 trillion ($23.2 trillion).
And within that, infrastructure is the asset class that is streeting all others in terms of growth, driven by a colossal and multi-pronged funding task.

Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is going mad for power, and renewables are set to supply it.

Listed infrastructure companies own and manage key assets across utilities, transportation, communication, and social sectors. Despite the allure of steady returns, consistent income generation and capital growth potential, these investments also carry their share of risks and complexities.

In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?

Increasing government expenditure on social infrastructure is driving huge levels of investment into the sector. There are now several options for retail and wholesale investors to gain exposure to this asset class, which was previously open only to institutional investors.

Fee raises at the nation’s biggest super fund have raised questions about the benefits of scale. If Australian Super has to increase fees, what chance do smaller funds have?

Listed infrastructure companies provide a powerful hedge against inflation.

Jamie Storrow from Northleaf Capital Partners goes in-depth with James Dunn from The Inside Network on ‘Infrastructure: In new storms, seek old harbours”.

ASX overcomes BNPL sell off, Afterpay tanks, Praemium jumps The ASX 200 (ASX: XJO) finished 0.3% higher on Wednesday, overcoming a significant sell off in the technology sector. The tech sector fell 2.7% for the day, with a 9.6% fall in Afterpay Ltd (ASX: APT) pulling the entire market down by 10 points. The sell-off came after a double…

ASX falls as Afterpay spikes, Woolworths’ spin-off, retailers rally The ASX 200 (ASX: XJO) fell 0.3%, the second straight day of losses, with consumer staples (+1.9%) and IT (+2.1%) the only real winners. The majority of the selling pressure came from healthcare and energy, falling 1.8% and 1.2% respectively, with continued weakness in CSL Limited (ASX: CSL) dragging the…