Why Railroads Are an Attractive Investment
Magellan AM’s Yathavan Suthaharan discusses why railroads are an attractive infrastructure investment and what the hype is around PSR.
Read MoreInfrastructure
Magellan April 2023 Infrastructure Strategy Update
Magellan’s Gerald Stack looks at how the infrastructure sectors have fared the past quarter amid concerns about high inflation and provides an update on the portfolio and how it is positioned.
Read MoreCarbon Down, Harden Up
Andrew Greenup and Sophie Smith from First Sentier report on their recent US trip where they met with over 70 infrastructure management teams as well as attending three conferences.
Read MoreTesting Infrastructure’s Resilience Amid Heightened Uncertainties
Nick Langley from ClearBridge Investments explains why, in both short- and long-term scenarios, the effect of changes of macro variables on infrastructure returns is usually positive.
Read More4D Trip Insights: Americas
4D Infrastructure’s Trip Insights series continues as Global Portfolio Manager Sarah Shaw shares experiences from her recent visit to Mexico and North America in January 2023.
Read MoreTransurban CEO Decides to Hit the Road
Transurban CEO Andrew Charlton will depart this year as the toll road giant reported record results for the half, with increased traffic and high inflation bumping up toll prices.
Read MoreMagellan January 2023 Infrastructure Strategy Update
Magellan’s Gerald Stack examines the challenges that the Infrastructure portfolio faced in 2022 and describes how the portfolio is positioned heading into 2023.
Read More4D Infrastructure 2023 Outlook
While the macroeconomic outlook for 2023 remains uncertain, some green shoots have emerged and 4D remains optimistic for infrastructure fundamentals in 2023 and beyond.
Read MoreClearBridge 2023 Infrastructure Outlook
Nick Langley, Charles Hamieh and Shane Hurst from ClearBridge Investments discuss the infrastructure outlook for 2023, as well as some longer-term sector thematics.
Read MoreAn Update on Green Hydrogen
4D Infrastructure revisits the growing excitement around hydrogen as a decarbonisation tool to see if the hype has died down or is progressing as a key element in the path towards net zero.
Read More4D Trip Insights: United States
4D’s Peter Aquilina describes his travels through southern USA, meeting management teams of oil and gas pipeline, regulated utilities and renewables companies.
Read MoreMagellan Minutes: The decarbonisation opportunity
Magellan’s David Costello discusses decarbonisation – a topical theme in markets right now with plenty of excitement around the scope of the investment opportunities ahead.
Read MoreMagellan Sep 2022 Infrastructure Strategy Update
Gerald Stack and Ofer Karliner discuss the recent reporting season, the European energy crisis and provide an outlook for companies in Magellan’s Infrastructure Strategy.
Read MoreThe Long-Term Case for Infrastructure
Infrastructure remains of heightened interest to investors amid a strengthening outlook for infrastructure spending following the passage of the U.S. Inflation Reduction Act.
Read MorePaying Attention to Global Listed Infrastructure
Magellan’s Gerald Stack explains why he believes now is a good time to invest in global infrastructure stocks and dissects the link between these assets and interest rates.
Read MoreMagellan Analyst Round Table 2022
In this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer staples.
Read MoreInvesting in Infrastructure: Why Now?
Infrastructure has seen increased attention amid the broader market weakness. ClearBridge’s Charles Hamieh discusses some opportunities and potential income benefits in the space today.
Read MoreThinking about Industrial (and Qantas and Netflix)
As this article from Quay Global Investors explains, there has been no sector in global real estate that has enjoyed more demand tailwinds over the past 10 years than industrial.
Read MoreProtect Your Portfolio Against Rising Inflation
Shane Hurst from ClearBridge Investments discusses how infrastructure investors can find defensive assets that also deliver attractive income with the potential for capital growth.
Read MoreBiden Building Bridges and Getting Over Them
On Monday President Biden will sign into law his $US1 trillion federal infrastructure bill that will see years of spending and investments helping underpin US economic growth and corporate activity for years to come.
Read More5 Sectors Set to Drive Global Listed Infrastructure Returns
Infrastructure investments can provide investors with a sense of reassurance in uncertain times. As First Sentier’s Trent Koch explains, every nation depends on its infrastructure to function effectively.
Read MoreMagellan Infrastructure Strategy Update
Magellan Portfolio Manager Ofer Karliner provides an update on the Infrastructure sector, discusses what trends he’s seeing in the uptake of global travel and the risks of inflation.
Read MoreInfrastructure, Interest Rates & Inflation
Infrastructure, interest rates and inflation: 3 dynamics that are commonly linked. But, as 4D Infrastructure explains, often in an incomplete manner that does not reflect the full story of their correlation.
Read MoreInfrastructure Has an Edge as a Long-Term Income Solution
With government bond yields at record lows, investors have had to look elsewhere to meet their income needs. One sector they are turning to, as ClearBridge’s Shane Hurst explains, is infrastructure.
Read MoreFortune Favours the Stubborn for Spark
Spark Infrastructure has forced its North American suitors to return with a third and more favourable offer almost 32 cents a security higher than the first ’skinny’ attempt.
Read MoreDelivering Income from Infrastructure
Charles Hamieh joins Matt Bushby for a discussion of how the team at ClearBridge Investments analyses the return profiles of infrastructure companies across the globe.
Read MoreThe Post-Covid Outlook for Different Property Types
From residential dwellings to offices and data centres, Stephen Hayes from First Sentier Investors shares his view on the trajectory for property in a post-COVID world.
Read MoreReflation, Renewables and the Road Ahead
As we approach the midpoint of 2021, the Global Listed Infrastructure team at First Sentier Investors share their predictions for the sector, summarised in five points.
Read More
