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...

The saying goes that “This time is different” are the four most expensive words in finance! Well ignoring that – here goes – this is how...

The COVID19 crisis and ensuing credit crunch will hit different assets in different ways. The intention of this article is to provide a...

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...

Infradebt and Enerparc Australia (Enerparc) are pleased to announce the close of a A$8.5 million senior debt facility for Enerparc’s Peak...

Most infrastructure equity investors adopt inflation assumptions in line with the mid-point of the RBA target band – 2.5% per annum. This...

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...

Australian airports have been very attractive infrastructure investments. The core of their strong investment returns has been the...

Sydney airport is Australia’s largest airport and releases monthly data on passenger and aircraft movements. This provides a near real...

While the previous article focused on the long-term impact of lower interest rates from an investors’ perspective – it is worth looking...

Modern monetary policy (not to be confused with modern monetary theory) has evolved to a point where central banks actively manage...