Property and infrastructure for a sustainable future
Property and infrastructure companies are the essential components that underpin our societies. They are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move around with. We invest in these companies for the long-term; we invest with future generations in mind. We aim to steer companies in the right direction because we believe it leads to better investment outcomes. It also says a lot about who we are as investors and the world we are shaping for the future.
Power to price: Inflation, infrastructure and the social license to operate
Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line with community expectations.
Why the “E” should matter to property investors
While the decarbonisation efforts of Real Estate Investment Trusts (REITs) have advanced well in the last five years, it’s what happens next that could be most meaningful for investors.
Three decades, zero emissions: The future of decarbonisation
The redeployment of capital by utilities companies to fund renewable energy projects and improve resilience in the electricity grid represents a substantial multi-decade opportunity for investors.