utilities

Funds management

Why utilities are more than a bond proxy: ClearBridge

Utilities should not just be viewed as a bond proxy as they offer opportunities for far greater returns, says Shane Hurst, winner of this year’s Infrastructure Fund of th...

Funds management

Could telcos be the next utility?

The increased dependence on internet during the pandemic could lead to telcos and internet providers being classed as utilities in the future. ...

Funds management

Bright spots in listed infrastructure

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. ...

Funds management

Confidence in airports despite COVID-19 closures

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...

Funds management

Bushfires highlight importance of ESG considerations

Credit ratings agency Fitch Ratings says bushfire risks have heightened the need for environmental, social and governance consideration when evaluating the credit quality...

Funds management

US paints bleak picture of franking credit-less nation

Removing franking credits won’t just be a detriment to companies, but also national growth and innovation, according to Fidelity portfolio manager, Kate Howitt. ...

Funds management

Infrastructure, property and utilities assets to tumble

VIDEO: Defensive assets like infrastructure, property and utilities could tumble when interest rates rise, while the resource and finance sectors would benefit, according...