7 days ago9 minFive Faces of Inflation The unprecedented monetary response to Covid-19 has sparked a storm of commentary in the financial media (and Twitter) about whether cent...
7 days ago5 minAirports 2020 Q2Airports are considered high quality, low-risk monopoly infrastructure assets. Prior to the onset of Covid-19 the trailing EV/EBITDAC of ...
Jul 51 minCOVID-19 ChartsThe last four months have been surreal to say the least. We have all felt some form of step change in our lives. But the nagging question...
Jul 55 minRenewable Electricity Policy The typical new solar or wind farm project has a forecast operating life of 25 to 30 years. In this context, when looking at the current ...
May 274 minPhoton Energy to Add 14 MWp to its PV portfolio in Australia· The Company has reached financial close for the construction of two PV power plants with a combined capacity of 14 MWp in Leeton, New S...
Apr 44 minThis time is differentThe saying goes that “This time is different” are the four most expensive words in finance! Well ignoring that – here goes – this is how w...
Apr 33 minSignpostsOn the 23rd of January, while most of us didn’t know it, China locked down the entire province of Wuhan, and the world fundamentally chan...
Apr 34 minKey risks – an infrastructure sectoral viewThe COVID19 crisis and ensuing credit crunch will hit different assets in different ways. The intention of this article is to provide a q...
Dec 17, 20192 minIEF & CEFC finance Enerparc NSW Solar FarmsInfradebt and Enerparc Australia (Enerparc) are pleased to announce the close of a A$8.5 million senior debt facility for Enerparc’s Peak...
Oct 31, 20194 minInflation and Infrastructure Equity Returns – A case of high expectationsMost infrastructure equity investors adopt inflation assumptions in line with the mid-point of the RBA target band – 2.5% per annum. This...
Oct 31, 20193 minRegulated WACCsThe Australian 10 year government bond has fallen from 2.7% in 2018 to around 1.0% this quarter. Over the same period of time, there has ...
Oct 31, 20192 minAirportsAustralian airports have been very attractive infrastructure investments. The core of their strong investment returns has been the long-t...
Jul 9, 20192 minWeak passenger growth trends for airportsSydney airport is Australia’s largest airport and releases monthly data on passenger and aircraft movements. This provides a near real ti...
Jul 9, 20193 minLower base rates - which infrastructure sector wins most?While the previous article focused on the long-term impact of lower interest rates from an investors’ perspective – it is worth looking i...
Jul 9, 20192 minLow Interest Rates – the Future Eaters for Long-term SaversModern monetary policy (not to be confused with modern monetary theory) has evolved to a point where central banks actively manage intere...
Apr 1, 20195 minMLFs – an underappreciated risk to renewables projectsMarginal loss factors (MLF) are an often overlooked element of the regulation of the National Electricity Market (NEM). The Australian En...
Apr 1, 20193 minAirports – the changing composition of Australia’s international passenger mixInternational passenger growth is a key driver of profits for Australian airports. This article outlines the substantial changes in the c...
Apr 1, 201911 minRenewables – perspectives from different parts of the capital structureSuperannuation funds assign the bulk of their infrastructure allocations to infrastructure equity. Infradebt is an active lender to renew...
Mar 20, 20191 minInfradebt featured in I3 Insights I3 insights includes an article about one of Infradebt Ethical Fund's recent investments.
Mar 13, 20191 minAEMO Draft MLFs FY20Draft Marginal Loss Factors (MLF) for the 2019-20 financial year were released last week by AEMO. For some renewables projects the lates...
