Insights

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.

If there was one dominant real estate investment theme this past year, it’s data centres.

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.

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.

In the absence of a change in fiscal policy, the consumer and policy cycle will repeat until interest rates approach zero (again).

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management.

This Best Practice CPD series is published by AdviserVoice and sponsored by Bennelong Funds Management. 

CEO/CIO Sarah Shaw recently spoke to Relative Return's Maja Garaca Djurdjevic about how she set up 4D and how the sector can work to attract more women. 

We’re often asked how the price for our investees and our overall portfolio compares to its underlying asset value. In particular, we’re asked whether the current market price is below or above the book or direct property value of the REIT’s assets.