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Signposts
On the 23rd of January, while most of us didn’t know it, China locked down the entire province of Wuhan, and the world fundamentally...
Apr 3, 20203 min read
IEF & CEFC finance Enerparc NSW Solar Farms
Infradebt and Enerparc Australia (Enerparc) are pleased to announce the close of a A$8.5 million senior debt facility for Enerparc’s Peak...
Dec 17, 20192 min read


Inflation and Infrastructure Equity Returns – A case of high expectations
Most infrastructure equity investors adopt inflation assumptions in line with the mid-point of the RBA target band – 2.5% per annum. This...
Oct 31, 20194 min read


Regulated WACCs
The 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, 20193 min read


Airports
Australian airports have been very attractive infrastructure investments. The core of their strong investment returns has been the...
Oct 31, 20192 min read


Weak passenger growth trends for airports
Sydney airport is Australia’s largest airport and releases monthly data on passenger and aircraft movements. This provides a near real...
Jul 9, 20192 min read
Lower 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...
Jul 9, 20193 min read


Low Interest Rates – the Future Eaters for Long-term Savers
Modern monetary policy (not to be confused with modern monetary theory) has evolved to a point where central banks actively manage...
Jul 9, 20192 min read


MLFs – an underappreciated risk to renewables projects
Marginal loss factors (MLF) are an often overlooked element of the regulation of the National Electricity Market (NEM). The Australian...
Apr 1, 20195 min read


Airports – the changing composition of Australia’s international passenger mix
International passenger growth is a key driver of profits for Australian airports. This article outlines the substantial changes in the...
Apr 1, 20193 min read


Renewables – perspectives from different parts of the capital structure
Superannuation funds assign the bulk of their infrastructure allocations to infrastructure equity. Infradebt is an active lender to...
Apr 1, 201911 min read


Infradebt featured in I3 Insights
I3 insights includes an article about one of Infradebt Ethical Fund's recent investments.
Mar 20, 20191 min read
AEMO Draft MLFs FY20
Draft Marginal Loss Factors (MLF) for the 2019-20 financial year were released last week by AEMO. For some renewables projects the...
Mar 13, 20191 min read
We're hiring
Infradebt is seeking a motivated final year Canberra based female university student to join our organisation as an intern for the 2019...
Mar 4, 20191 min read
AER Final Rate of Return Decision – Modest Downward Adjustment
The AER released its final rate of return decision for regulated electricity and gas transmission and distribution businesses on Monday....
Jan 10, 20191 min read
What I wish I already knew about 2019
While this is not strictly about infrastructure, it is the end of the year and that usually brings out a range of prediction pieces. This...
Jan 10, 20193 min read
Late Cycle Effects for Infrastructure
It might just be the season (bah humbug), but it is starting to feel awfully late in this economic/market cycle. The current cycle has...
Jan 10, 20195 min read
Infradebt finances IIG's Brigalow Solar Farm
Infradebt and Impact Investment Group are pleased to announce the close of a A$16 million senior debt facility for IIG’s Brigalow Solar...
Dec 18, 20182 min read


Infradebt finances Epuron solar portfolio
Infradebt and Epuron are pleased to announce the close of a A$22.2 million senior debt facility for Epuron’s portfolio of operating solar...
Nov 28, 20181 min read


Long term interest rates vs nominal GDP growth redux
Back in Q1 2015 we published an article looking at the long-term relationships between 10 year bond rates and nominal GDP. Economic...
Nov 27, 20181 min read
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