Investment
Infrastructure investment coverage for advisers, including listed and unlisted infrastructure funds and asset analysis.
Next-generation infrastructure: growth without giving up the downside
Partners Group's Marc Meier says next-generation infrastructure keeps the asset class's downside protection while adding real growth, and that secondaries are...
Infrastructure stopped being a defensive allocation and nobody told the price
Ausbil’s Jonathan Reyes says infrastructure has become a growth asset class because power is the binding constraint on the AI build, and that private wealth...
Evergreen infrastructure: why the redemption terms deserve a closer read than the return target
I Squared Capital launches an evergreen private infrastructure fund for Australian wholesale clients, as advisers weigh redemption caps and valuation lags...
FinCap's Helm takes shape with five private markets managers
FinCap has confirmed the first five managers behind Helm, its private markets portfolio range, giving wholesale advisers access from $100,000 with no capital...
Forget the mega-caps: the real AI money is flowing somewhere else
Ellerston Capital bets on AI infrastructure as the bottleneck shifts to physical assets, where overlooked small-caps provide the raw power and data center...
Infrastructure’s next chapter: investing in the foundations of an uncertain future
Infrastructure is no longer just defensive. Adam Reisler of StepStone Group argues it now sits at the heart of the structural forces reshaping the global...
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
Utilities and toll roads power ahead as infrastructure tailwinds build
Electricity networks and long-dated toll roads are powering infrastructure performance. Structural tailwinds from AI, climate resilience and regulated returns...
Private infrastructure: The outperformer in a noisy market
Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...
Infrastructure's second act: Why advisers should take another look
Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...
Infrastructure at a crossroads: Investing for scale and society
Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...