infrastructure

Funds management

Aussies hopeful for AUM growth despite COVID-19

Australian financial professionals are optimistic on their ability to grow their assets under management despite challenging conditions, more so than their global counter...

Funds management

Real assets to reward patient investors

A diversified portfolio of Australian real estate investment trusts and listed infrastructure may pay off patient investors by providing them with an exposure to the coun...

Superannuation

The ‘diabolical’ threat of sequencing risk

The threat of sequencing risk is “diabolical” for retirees and pre-retirees and leaving them in danger when there is a market collapse, according to Cor Capital. ...

Expert Analysis

Building a new future

While airports may have come under recent scrutiny, writes Sarah Shaw, the wider infrastructure sector has tremendous opportunity to support the economic recovery....

Funds management

Investors should redefine defensives

The fallout from the COVID-19 pandemic has forced investors to re-evaluate what businesses are deemed safe and defensive as ‘safety trades’ are not immune from market vol...

Funds management

RARE puts cash to work on airports and toll roads

RARE Infrastructure has added exposure to toll roads and airports that were trading at valuations 50% lower than last year....

People & Products

FSI appoints head of global infrastructure

Niall Mills has been appointed as First Sentier Investors head of global infrastructure investments of the unlisted infrastructure business, following Perry Clausen’s pro...

Funds management

Confidence in airports despite COVID-19 closures

Infrastructure fund manager Sarah Shaw has admitted airports failed to provide the expected defensiveness but said she would retain her exposure as she was confident in t...

Funds management

Balanced funds ‘flying blind’ in their allocations

Assets such as infrastructure are failing to provide defensiveness during sharp market downturns, according to Cor Capital. ...

Superannuation

Unstable policy hinders super funds’ ability to help economic recovery

Superannuation funds can play a major role in Australia’s economic recovery post pandemic but current unstable policy settings would constrain the ability to invest in im...

Funds management

Bonds income strategies harder to justify

Typical income strategies based on bonds became harder to justify as interest rates ground lower and investors were forced up the risk curve, toward corporate bonds, high...

Funds management

Charter Hall REIT announces equity raising

Charter Hall Social Infrastructure REIT has announced it will undertake an equity raising of over $100 million to strengthen its balance sheet and withstand impacts from ...

Funds management

Funds shrug off falling oil price

Funds exposed to the oil and gas sector are coming under pressure as the oil price turns negative but, so far, are managing to outperform the sector. ...

Funds management

Infrastructure beats Aussie equity counterparts

The average infrastructure fund has lost 15% during Q1 as the lockdown restrictions impact toll roads, airports and oil pipelines but this remains a higher rate of return...

Funds management

Infrastructure funds feel hit of travel restrictions

The restrictions on travel have dented the performance of global listed infrastructure funds, according to Zenith investment Partners, but greater downside protection mea...