INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 4
November 2018
In this final article in our series on disruption, Whitehelm examines the impact of disruption on the telecoms sector.
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With an outstanding track record spanning over 20 years, €6.0 billion in direct infrastructure debt and equity investments made since inception, and
€3.1 billion of funds currently under management,
we are one of the world’s largest and most experienced independent infrastructure managers.
We are a long-term investor, partnering with clients to invest in true infrastructure assets that protect real investment value, while providing predictable cash returns. This is achieved by investing in assets with clear and measurable cash flows and adding value through active asset management.
Thought Leadership Research
INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 3
October 2018
Infrastructure assets will naturally be affected by disruption. In this series of articles on the effects of disruption on infrastructure investing, Whitehelm examines the transport sector.
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INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 2
October 2018
Infrastructure assets will naturally be affected by disruption. In Part 2 of the 4 part series , we focus on power systems and how technological, environmental and sociological factors are changing the way the sector works.
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INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 1
September 2018
Infrastructure assets will naturally be affected by disruption. In Part 1 of the 4 part series , we explore the key disruptive elements for infrastructure investors focusing on technology, digitisation and climate change.
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The Current State of the UK Water Sector
August 2018
With an opposition party leader wanting to renationalise the sector and a regulator demanding “profound change”, investors in the UK water sector are currently cautious. This feature article looks at the impact on the sector of the UK water regulator, Ofwat, in its recent price determination as strong performers look to earn increased incentive payments whilst their poorer performing cousins may suffer tougher penalties than in the past.
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Developed Asia Infrastructure
December 2017
A significant demand / supply imbalance for large, core infrastructure assets in the traditional OECD markets of Europe and North America has compressed projected investment returns for private market investors. This article explores the merits of investing in Developed Asia infrastructure, a low-risk region that faces less competition.
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Brisbane Airport
Brisbane Airport is the third-busiest airport in Australia in terms of passenger traffic and has been a strong performer, with solid passenger growth since privatisation in 1997. Brisbane Airport has undertaken a number of successful property development, further contributing to its strong performance.
Sydney Airport Senior Index Bonds
Sydney Airport is Australia’s largest airport and operates under a long-term lease from the Australian Government. Sydney Airport is listed on the Australian Securities Exchange (ASX: SYD). The capital indexed bonds mature in 2020 and provide an inflation-linked coupon of 3.76%.
Dampier Notes
The Dampier to Bunbury Gas Pipeline comprises a 1,600 km gas pipeline, connecting gas fields in the Carnarvon Basin to the population centres in south-west Western Australia. The asset is ultimately owned by DUET Group (ASX: DUE). Investments in the Dampier Notes comprise various fixed rate securities, maturing between 2019 and 2020.