Insights

After a year of economic twists and turns, we consider what the year ahead could bring.

This is the 14th in our series of Trip Insights, where we share our travel experiences. It follows Peter Aquilina, Senior Investment Analyst and Head of ESG, as he travels through New York, Houston, Tulsa, and Arizona, meeting with management teams from tower communication companies, oil/gas midstream companies and regulated utilities.

As we near the end of a volatile macroeconomic year, we look at some of the interesting trends in global real estate and consider what's to come. 

Livewire's Signal or Noise assembled the country's top property experts for their annual show focused on the Australian housing story.

This article focuses on wildfires in the US, and their impact on utility companies in our universe.

While recession is seemingly off the table after a strong September quarter, many are now expecting an interest rate environment that's 'higher for longer'. This article explores what this means for the real estate sector. 

In this article, Peter Aquilina (Portfolio Manager - Sustainability) discusses how climate-related events can impact infrastructure operators and their investors.

Global Portfolio Manager and CEO, Sarah Shaw, speaks with Bennelong Account Director, David Whitby, about the long-term growth opportunities for infrastructure despite the current economic and geopolitical environment.  

Bennelong Funds Management has partnered with Leadenhall Capital Partners LLP to distribute its insurance linked securities (‘ILS’) strategies to institutional investors in Australia and New Zealand.