The fund’s investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. these assets have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows. within this space, we s...
Responsible listed infrastructure interview - square mile and rebecca myatt
Global listed infrastructure dipped in the june quarter as investors focused on higher beta segments of the market.
Global listed infrastructure fell in the september quarter as market expectations that interest rates were likely to remain “higher for longer” were priced into valuations.
A growing consensus that interest rate cuts were likely in 2024 drove a strong quarter for global listed infrastructure, with gains for every infrastructure sector and region.
fund reporting
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. both interest rates and inflation have risen sharply. there is a growing consensus that much of the world will shortly be experiencing slowing economic growth. understandably, investor...
We recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. Below are some of our findings. We hope you find them interesting.
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — espe...
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