Tag: infrastructure

Brookfield’s Chloe Berry says the best assets are essential, contracted and built to outlast market noise.

Alternative investments have well and truly left the fringes of the investment world and settled into the mainstream. But what exactly are they?

Commercial real estate is at a turning point. After years of rising interest rates, the landscape is shifting — bringing renewed optimism and fresh opportunities.

Today’s ever-shifting global economy, real assets including tangible investments like property and infrastructure are no longer just interesting additions to a portfolio, they’re becoming foundational. Once seen as niche or supplementary, their inherent qualities now place them at the heart of robust investment strategies, helping investors confidently navigate complex markets, manage specific risks, and secure reliable returns.

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.