As investors, key questions we are always thinking about are “What is the competitive moat for a project?” and “How sustainable are the...

Airports The Sydney Aviation Alliance has increased its bid price for a third time $8.75 to acquire Sydney Airport with the board...

The Renewable Energy Target (RET) Scheme was initially introduced by the Howard government in 2001 with the goal of renewable energy...

Infradebt funds Risen Energy’s 103MW Yarranlea Solar Farm Canberra, 21 June 2021 - Infradebt and Risen Energy Australia are pleased to...

Its Easter, so let’s start with a tale of an easter egg hunts. Imagine an easter egg hunt where each participant (child) has to...

Lots of people have opinions on Bitcoin and whether it is or isn’t a good investment, whether it is a tail-risk hedge asset or not, or...

We previously wrote in our September 2020 newsletter about the differences in interest rate sensitivity between perpetuities and...

The construction of a new solar farm or wind farm often requires augmentation of the transmission network to connect the generator to the...

Infradebt has been closely following the renewable energy sector since our inception more than seven years ago (or 28 editions of this...

This article isn’t strictly about infrastructure, but is about the search for defensive yield – which is often one of the justifications...

Seaports, like airports, are considered high quality, low risk monopoly infrastructure assets. Both port types traded around 20x...

First apologies for the two dad jokes in the one headline – but how often do you get a chance like that😊! The past few weeks have seen a...

It was six months ago that team Infradebt was just settling into working from home and putting the finishing touches on our March quarter...

Over the past few years investors have become obsessed with the record low level of interest rates. Interest rates are the fundamental...

A common analogy for a range of yield chasing strategies is “picking up pennies in front of a steam roller”. While this expression is...

The unprecedented monetary response to Covid-19 has sparked a storm of commentary in the financial media (and Twitter) about whether...

Airports are considered high quality, low-risk monopoly infrastructure assets. Prior to the onset of Covid-19 the trailing EV/EBITDAC of...

The 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...

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...

· The Company has reached financial close for the construction of two PV power plants with a combined capacity of 14 MWp in Leeton, New...