global listed infrastructure

A comparison of listed and direct market valuations

Infrastructure will play a pivotal role in global efforts to decarbonise energy while improving security at an affordable price.

Before the war in Ukraine, the phrase on infrastructure investors’ lips was ‘the energy transition’. Now, it is energy security and energy affordability, which...

With most of the developed world experiencing an energy crisis of varying degrees, investing in renewable energy has never been more in focus. The investment...

Australia alone is set to pour more than $15 billion into roads and railways, power grids, waterworks and communications infrastructure over the next decade. But this...

Investing involves risk. This is true of any investible asset, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as...

Infrastructure assets have an important role to play in all balanced portfolios, says 4D Global Infrastructure's Sarah Shaw. Here, she shares what makes a great listed...

We have been perplexed by the relative and absolute underperformance of toll roads globally. This is when road volumes in many parts of the world have returned to...

Almost every other week, it seems, another Australian large-cap stock is implicated in M&A activity. In some cases, such companies ultimately disappear from the ASX...

The race to ‘net zero’ is on in every part of the globe, those two little words giving investors comfort that companies are taking real action on climate change....

We believe inflation linkage is a key attribute of infrastructure as an asset class. And we’re often asked to prove it, especially now with fiscal and monetary...

A product of grazing stock, Andrew Maple-Brown's father, Robert, grew up on the land and developed a lifelong appreciation for planning and foresight. Like his...

As we approach the midpoint of 2021, infrastructure is at an inflection point. Different markets are emerging from COVID-19 at their own pace, while long-term...

The details of the first of two parts of President Biden’s ‘Build Back Better’ plan, The American Jobs Plan (‘AJP’), was released on March 31 by the White House with a...

Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never...

Equity markets have reached new highs as economies around the world emerge from slowdowns forced by COVID-19. Demand for digital infrastructure and recent commitments...

My drive into the Sydney CBD was a stop-start crawl of around 45 minutes in pre-COVID times – I’m now often parking the car 20 minutes after leaving. But the trip was...

Ageing roads, outdated railways and undersized airports: the already massive infrastructure challenge facing countries of the world is now gargantuan – a US$5.5...

Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah...