... potentially rerated on improved earnings, according to Ausbil Investment Management head of global listed infrastructure Tim Humphreys. We are seeing significant disconnects in the price and intrinsic value of infrastructure assets. Infrastructure valuations ... Read more

The DDO regime is a game changer for Australia's financial firms - even if they don't realise it yet. In brief: ASIC has shifted its DDO focus from implementation to enforcement, commencing its first DDO civil penalty proceedings and issuing stop orders ... Read more

Renewable energy companies are the typical 'go-to' exposure for the thematic of energy transition but can carry higher risk. An alternative way to play this transition is through the regulated utilities sector. Opportunity lies in the fact that utilities ... Read more

Global institutional demand for infrastructure assets has risen substantially during recent years and with portfolio allocations to infrastructure expected to rise, global demand is likely to remain strong over the medium to long term. During the past ... Read more