infrastructure – Page 2 – The Inside Adviser

Beyond the horizon – listed infrastructure in a mid-pandemic economy

November 13, 2020 by The Inside Adviser

2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute return, and downside management...

China ramps up its campaign for self-sufficiency

November 9, 2020 by Ishan Dan

Australia is facing yet another round of export bans after Chinese authorities knocked back tonnes of lobsters, timber from Queensland, and barley from a second grain grower. Without warning, paid...

The time is right for an infrastructure boom, but who will win?

November 5, 2020 by The Inside Adviser

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic. The trend has continued to accelerate...

Water utilities – dull but dependable?

October 15, 2020 by Contributor

I want to discuss a water utility, which may sound as dull as dishwater - but we global real assets investors have never been averse to safe, predictable, and yes,...

AMP on Listed Infrastructure

September 24, 2020 by Greg Bright

Notwithstanding the political and superannuation industry talk of an infrastructure-led economic recovery in Australia, and elsewhere, the listed infrastructure sector has been looking decidedly unloved of late. And much of...