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Our global listed infrastructure assets are focused on inflation-protected income and steady capital growth. Discover the diverse market solutions available here.
COVID-19 has created a challenging environment for income reliant investors, with interest rates near all-time lows and expected to remain there for the foreseeable future, while in equity markets, even the most reliable dividend payers are facing mounting pressure on their dividend policies over...
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Global Listed Infrastructure climbed in May as investors anticipated rising economic activity levels. March quarter earnings results were accompanied by generally positive outlook commentary. The FTSE Global Core Infrastructure 50/50 index gained +6.3%, while the MSCI World index^ rose +7.0%.
Discover how our expertise in managing a diverse range of asset classes gives us a unique approach to managing long term investments for intermediaries.
Discover our portfolio of global listed infrastructure stocks that focuses on sustainable growth across environmental, social and governance investment assets.
All of us have been brutally confronted by a new reality in the last few months. It has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. It is not surprising. Life and the world of mark...
Risk assets fared well in April as investor sentiment was buoyed by the huge monetary and fiscal responses to the COVID-19 pandemic, as well as signs that social distancing measures have been effective in slowing the spread of the virus and hopes that a vaccine could be developed by year-end.
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 rallied in April as substantial government stimulus packages restored a measure of confidence to financial markets.
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 fell in March as lockdown measures and rising unemployment rates triggered market volatility.
Florida is home to world leading infrastructure companies. The US state offers investors exposure to strong demographics, pro-business politics and sensible regulation. Sunshine State is more than just a reference to the weather.
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 been immune to the impacts o...
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.
Global Listed Infrastructure delivered steady gains through January as investors sought defensive assets.
Global listed infrastructure outperformed global equities and global bonds in 2018.
Global Listed Infrastructure rallied in December against a background of positive macroeconomic news, including fresh progress in US-China trade talks and a conclusive UK general election result.
Global Listed Infrastructure gained in June, supported by increasingly dovish central bank rhetoric and persistently low bond yields. The FTSE Global Core Infrastructure 50/50 index rose +3.2%, while global equities ended the month +5.6% higher.
Global Listed Infrastructure dipped in November as hopes for rising economic growth saw investors shift into higher beta assets. The FTSE Global Core Infrastructure 50/50 index ended the month -1.3% lower, while global equities^ gained +2.8% higher
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%.
Over the last 11 years, carbon emissions from the US electricity sector have declined dramatically. This has been driven by (1) state based renewable energy targets (2) renewable and natural gas-fired generation becoming cheaper than coal and more recently, (3) investors’ behaviour – favouring co...
Japanese passenger rail volumes remain solid with the Rugby World Cup and Tokyo Olympics expected to provide continued support for the year ahead. Japan’s proposed 500km/h Maglev train between Tokyo and Osaka represents another example of the country’s world leading infrastructure.
Global Listed Infrastructure proved resilient during September against a backdrop of geopolitical tensions and softening economic data. The FTSE Global Core Infrastructure 50/50 index gained +0.6%, while global equities^ ended the month +0.9% higher.
Global Listed Infrastructure added significant value to portfolios in August as investors sought more defensive exposure. Geopolitical uncertainty persisted while an inverted bond yield curve indicated a rising risk of recession. The FTSE Global Core Infrastructure 50/50 index gained +0.9% while ...
Global Listed Infrastructure gained in July. An environment of geopolitical uncertainty and deteriorating economic growth was countered by falling interest rates and decent company results. The FTSE Global Core Infrastructure 50/50 index ended the month up 3.5% while the MSCI World index ended th...
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.
Listed infrastructure has offered investors attractive risk-adjusted returns and lower correlations to traditional asset classes. This outcome has been achieved by delivering steady outperformance during periods of equity market weakness.
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 largest renewables owner.
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 developed by a small number of Australian...
Leading global investment manager, First State Investments today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG), for US$2.7 billion.
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^ ended the month -2.5% lower.
Global Listed Infrastructure gained in April on solid earnings results, a brightening global economic outlook and dovish central bank commentary. The FTSE Global Core Infrastructure 50/50 index rose +0.7%, while global equities ended the month +3.5% higher.
Global Listed Infrastructure gained in March as buoyant financial markets shrugged off global growth concerns. The FTSE Global Core Infrastructure 50/50 index gained +4.7%, while the MSCI World index rose +3.4%^.
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%^.
Global Listed Infrastructure rebounded in January, aided by well-received December quarter earnings. The FTSE Global Core Infrastructure 50/50 index gained +4.4%, in line with global equities^.
The North American railroad sector continues to undergo transformational change, but the execution is not without risk. These companies are overhauling what have been described as ‘dense spaghetti networks’. In this update Senior Analyst Jessica Johnson shares her insights following two weeks spe...
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
In search of an investment solution in 21st century Japan - First State Stewart Asia - Japan Equities
The slow pace of change in Japan and the meagre improvements made so far have been a difficult pill to swallow for Abenomics supporters.
With Initial Public Offerings in India consistently oversubscribed and valuations peaking, the team discuss their five largest holdings and why now is not the time to sell.
It was John Templeton who famously skewered that old bull market hubris: “It’s different this time,” as the four most expensive words in the history of investment.
Global Listed Infrastructure’s defensive qualities were highlighted during October’s turbulent market conditions.
Global Listed Infrastructure climbed in November as a softening global growth outlook spurred demand for defensive assets. The FTSE Global Core Infrastructure 50/50 index gained +3.1%, while global equities^ increased by +1.3%.
Global Listed Infrastructure held up better than global equities during December’s turbulent market conditions. The FTSE Global Core Infrastructure 50/50 index fell -3.4%, while global equities^ dropped by -7.4%.