Insights

In this article, Christopher James (Senior Investment Analyst), analyses the drivers of electricity transmission investment, key challenges, potential solutions, and the broader investment opportunities within energy transition in Australia.

Central bank interest rate cuts are a tailwind for infrastructure assets, especially parts of the utility sector which has been hard hit by the sharp rise in interest rates, according to Tim Snelgrove, investment director with 4D Infrastructure.

After a year of economic twists and turns, we consider what the year ahead could bring.

This is the 14th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Senior Investment Analyst and Head of ESG, as he travels through New York, Houston, Tulsa, and Arizona, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

This article focuses on wildfires in the US, and their impact on utility companies in our universe.

In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.

Global Portfolio Manager and CEO, Sarah Shaw, speaks with Bennelong Account Director, David Whitby, about the long-term growth opportunities for infrastructure despite the current economic and geopolitical environment.  

In this article, we explore why China’s re-opening has proven to be more fizzle than fireworks.

This is the 13th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Tasneef Rahman, Senior Investment Analyst, through Paris, Rome, Milan, Barcelona, Madrid and London, meeting with management teams from regulated utilities, renewables, communications and transport.