Operating toll road assets are an attractive low volatility sector for infrastructure investors. They benefit from high operating margins...

As avid readers will know, Infradebt held the first close of its ethical fund (IEF) in September last year, and with that disclosure I...

NEG Update A quick article to follow-up on the more detailed discussion of the National Electricity Guarantee (NEG) in last quarter’s...

One interesting phenomena in the arcane plumbing of financial markets at the moment is the sharp increase in short term funding costs....

The chart below from the great Open NEM website shows that in South Australia wind generation basically met SA demand for much of the...

Last quarter we elected to not make comment on the proposed NEG. We did this because far too little information was publicly available –...

The period since the GFC has been characterised by very low inflation (and interest rates) and, investors’ portfolios have responded to...

Asset consultants like to define asset classes boxes. These are used to group investments of similar risk and return characteristics....

It is roughly 10 years since the start of the Global Financial Crisis, and with US equity markets again setting new all-time highs over...

some scale benefits but no panacea for low reside This month the Commonwealth Treasury have launched a consultation process regarding the...

The last month has seen a flurry of newspaper coverage regarding the potential for superannuation funds to invest in private debt. That...