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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.

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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Deputy head of global listed infrastructure, andrew greenup, tells livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's ...
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 seek companies ...
global listed infrastructure held up as investors grew increasingly concerned about rising inflation and future interest rate increases. us consumer price index jumped by a higher-than-expected 8.5% in march compared to a year earlier, the largest annual gain since december 1...
global listed infrastructure rallied into the year-end, helped by indications that the contagious omicron variant may prove less economically disruptive than initially feared. the ftse global core infrastructure 50/50 index returned +7.3%, while the msci worl...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
LIBOR FAQs
As we inch closer to a covid-19 recovery, what is the outlook for listed infrastructure and infrastructure investing? not all sectors have been impacted equally, or will recover at the same pace. ​
global listed infrastructure decreased as central bank tightening measures, elevated inflation levels and concerns for lower economic growth rates continued to weigh on financial markets.
global listed infrastructure delivered mixed returns in november following news of a potentially more infectious coronavirus variant, and on indications that the us federal reserve may start to reduce monetary stimulus measures sooner than expected. the ftse global ...
The best performing infrastructure sector was railroads (+14%). north american freight rail operators shrugged off supply chain hold-ups to deliver very strong earnings results. pipelines (+6%) continued to gain on the view that high energy prices and a recovering global economy wou...
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
The best performing infrastructure sector was airports (+6%), on us plans to ease pandemic-related restrictions in november for air travellers from 33 countries including china, india, brazil and most of europe. pipelines (+5%) gained on the view that strong energy prices would prove su...
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
We recently spent several weeks in the us visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. the following paper provides an overview of our findings.
Coronavirus has impacted every sector of the share market, but some stand to benefit where others have struggled. find out how two listed infrastructure assets - towers and airports - compare for long term investors with portfolio manager ed leung.
global listed infrastructure performed well against a volatile market backdrop, fuelled by persistent concerns for higher inflation and lower growth.
Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
Responsible listed infrastructure interview - square mile and rebecca myatt
LIBOR
global listed infrastructure outperformed global equities and global bonds in 2018.
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. how companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility.
global listed infrastructure gained in july as earnings strength buoyed global markets and investors looked past ongoing trade tensions. the ftse global core infrastructure 50/50 index ended the month +2.9% higher, while global equities gained +3.8%.
Value Assessment
Unlike the gfc, the global listed infrastructure sector has gone into the covid-19 crisis with strong balance sheets and high debt serviceability. but while safe havens like utilities and mobile towers have held their ground in most markets, not all infrastructure has ...
Our global listed infrastructure team combines specialised knowledge and skills with a disciplined investment process to deliver long term capital growth and inflation protected income by investing in the shares of companies around the world that own or operate infrastruct...
Vaccine rollouts and government stimulus have led to expectations of higher economic growth, inflation and interest rates. this has put pressure on listed infrastructure returns with the asset class significantly underperforming global equities over the past 12 months. but wi...
Updates and thought pieces from our leading investment experts
The best performing infrastructure sector for a second consecutive month was energy midstream (+6%) following strong december quarter earnings numbers. rising energy prices, reflecting the view that sanctions would impede russia’s oil and natural gas exports, provided the sector with addit...
The best performing infrastructure sector was towers / data centres (+7%), which gained on easing bond yields, positive earnings results and the anticipation of higher growth rates as telecom operators ready themselves to deploy 5g equipment onto tower sites at scale.
The best performing infrastructure sectors were water / waste (+9%) and electric utilities (+4%), as investors sought defensive assets against a backdrop of rising delta variant case numbers. the worst performing infrastructure sector was pipelines (-2%), which consolidated strong y...
For well over a decade our strategic approach to responsible investment and ESG has focused on enhancing the quality and relevance of our investment capabilities, embedding a culture of stewardship across the organisation and engaging all our employees.
The best performing infrastructure sector was towers (+6%), on the view that the rollout of next-generation networks would be supportive of tower earnings growth. lower bond yields provided an additional tailwind to these interest rate sensitive companies. pipelines (+5%) also gained again...
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accoun...
global listed infrastructure gave up ground during the march quarter. rising geopolitical tension, regulatory headwinds and higher bond yields weighed on most infrastructure sectors.
The two best performing infrastructure sectors for a second consecutive month were electric utilities (+4%) and water / waste (+3%). us electric utilities were supported by a positive june quarter earnings season, and a renewed focus on their longer term opportunities to invest in transmis...
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
Each of our multiple investment teams are specialists in their respective fields and set their own investment philosophies and processes. Our commitment to responsibility investment is a common thread which runs through all our diverse investment capabilities.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
listed infrastructure gave up ground during the march quarter. rising geopolitical tension, regulatory headwinds and higher bond yields weighed on most infrastructure sectors.
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value ...
global listed infrastructure gained in february, supported by steady earnings growth and buoyant investor sentiment. the ftse global core infrastructure 50/50 index gained +1.1%, while the msci world index rose +1.9%^.
The best performing infrastructure sector was pipelines (+3%), reflecting exceptionally strong march quarter earnings numbers, a disciplined approach to capex spending, undemanding valuation multiples and a higher oil price.
global listed infrastructure held up well in may as geopolitical uncertainty and a deteriorating global economic outlook drew investors towards defensive assets. the ftse global core infrastructure 50/50 index rose +2.8%, while global equities^ end...
The past decade has witnessed the birth of a new asset class: global listed infrastructure securities (glis). while investors have embraced infrastructure as an asset class since the 1990s, the idea of investing in infrastructure via listed securities was...
global listed infrastructure fell in october against an uncertain economic backdrop. the ftse global core infrastructure 50/50 index ended the month -4.0% lower, while global equities^ fell -2.3%.
global listed infrastructure fell in february on concerns that the spread of covid-19 could weigh more heavily on economic activity levels than initially anticipated.
The listed infrastructure sector in north america contains many world leading assets, operated by world class companies. this is captured in our investment process, with higher quality scores for north american firms.
The best performing infrastructure sector was railroads (+11%), on the view that higher commodity prices would prove supportive of north american freight rail operators. towers / data centres (+11%), which had underperformed in january and february owing primarily to concerns for rising ra...