Tag Archives | infrastructure

energy problems

Where Australia is an energy outlier

Australia is an outlier in energy. We are the world’s leading LNG and coal exporter, yet we have high energy costs and we lead the world in CO2 emissions. What does the future bring?

PX-network-1246209__340

Five myths of listed infrastructure

Many investors assume infrastructure is simply a sub sector of the stockmarket, and will behave as other shares. But the myths fail to recognise the special long-term characteristics that give more resilience.

infrastructure spending

Why Budget infrastructure spending matters

Both the Government and Labor have made impressive commitments to infrastructure, but it focusses heavily on roads and rail. Australia’s economic potential depends on more essential services.

Greg-Paramor-Folkestone

Summer Series Guest Editor, Greg Paramor AO

I like to learn from history, but also look into the future. The articles chosen provide some of the essentials of good investing, but they also peer over the horizon on what the future might bring.

Allianz

No, Gladys, build it and they won’t come

The $2.3 billion allocated by the NSW Government to rebuild two stadiums will haunt them until the next election. Focussing on Allianz Stadium, what’s the business case and will crowds increase materially when it’s rebuilt?

px-crane-construction-gripper

Populism and the risks in regulated assets

Infrastructure assets are viewed as ‘bond proxies’ because they are supposed to have predictable cash flows, but investors should delve deeper into the regulatory risks, especially in a post-Brexit, post-Trump world.

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