Global Matters: The data centre opportunity for infrastructure investors
In this article, Peter Aquilina (Portfolio Manager – Sustainability), summarises the challenges and opportunities that the growing data centre load demand is providing for infrastructure companies globally.
News & Views: Tariffs - the impact on infrastructure
In this article, we look at the impact of the first US-Chinese trade war in 2017-19, the tariff proposals in the current US election campaign, and their potential impact on global infrastructure stocks and sectors, both in the short term and over the longer term.
Trip Insights: LatAm (Part 2)
With so much to report from the trip, we split our insights into two parts. In part 1 of this piece, we highlighted some interesting political themes and observations from the trip that have influenced our ongoing investment in the region. In this second part, we explore the state of play for economics and infrastructure, as well as our portfolio positioning in LatAm.
Trip Insights: LatAm (Part 1)
This is the 17th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, to Latin America.
Trip Insights: The US
This is the 16th in our series of Trip Insights where we share our travel experiences. It follows Peter Aquilina, Portfolio Manager - Sustainability, as he travels through San Diego, Houston, Tulsa, Los Angeles, West Palm Beach, New York and New Jersey, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.
Why New York's 10-year-old pipes excite this investor
CEO/CIO Sarah Shaw recently featured on Fear & Greed's Business News podcast.
Trip Insights: Asia
This is the 15th in our series of Trip Insights, where we share our travel experiences. It follows a trip taken by Sarah Shaw, Global Portfolio Manager, and Chris James, Senior Investment Analyst, through Indonesia, Malaysia, Thailand and Hong Kong/China meeting with management teams from regulated utilities, communications and transport companies.
News & Views: US wildfire risk rears its head again
In this article, we expand on our recent paper, The real risk of wildfires to US infrastructure investors, which outlined the increasing risk to utility investors from the increasing occurrence of wildfires ignited by electrical utilities’ assets.
News & Views: Powering up European network investment
This article discusses how Europe has finally gotten on board with the need for electricity transmission and distribution networks, supporting a much-needed boost to network investment to the benefit of the whole sector.