Infradebt first featured green hydrogen in our newsletter two years ago (see Q4 2019). Green hydrogen seemed an over the horizon issue...

At Infradebt we are not tied to investment labels. At the end of the day, all investing is investing. We believe the most important thing...

Did you know that over 90% of the world’s data was created in the last 18 months to two years? That’s all electronic data ever created....

Inflation has been a tremendous focus for investors over the past few months. Lots of ink has been spilled by the pundits and we would...

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...