In the latest Meet the Manager profile, Money Management speaks with 4D Infrastructure CEO, CIO and portfolio manager Sarah Shaw. ...
Even in a steady state, airlines will not grow any faster than pre-pandemic levels, according to Lumenary’s Lawrence Lam....
Airports and tolls roads are sitting at the “pointy end” of the market, according to Magellan, as travel restrictions caused by the pandemic hit profits....
While some listed infrastructure assets were badly hit by COVID-19 pandemic, others such as toll roads are beginning to recover, according to First Sentier Investors. ...
As Qantas warns international travel will be low until 2023 and Australian borders remain closed, is there still a case for investment in airports?...
A diversified portfolio of Australian real estate investment trusts and listed infrastructure may pay off patient investors by providing them with an exposure to the coun...
While airports may have come under recent scrutiny, writes Sarah Shaw, the wider infrastructure sector has tremendous opportunity to support the economic recovery....
Infrastructure fund manager Sarah Shaw has admitted airports failed to provide the expected defensiveness but said she would retain her exposure as she was confident in t...
The airport sector has been a strong driver of returns for unlisted infrastructure portfolios, according to Infrastructure Partners Investments Fund....
The expenditure of $25 billion into infrastructure assets will also create more than 50,000 new jobs over the next decade....
Investing in infrastructure was one of the best ways to access steady returns, with less volatility, an AMP Capital fund manager has said. ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....