Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

Research Listing

The Future of Renewables

The Future of Renewables

June 2017

Australia reaffirmed its commitment to reducing the impacts of global climate change through its ratification of the Paris Agreement. We explore the knock-on implications of such a commitment for renewable energy investments, as well as for investors and shareholders on a forward-looking basis.

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Disruptive Renewables

Disruptive Renewables

March 2017

The rise in electricity generation from renewable sources has had a materially negative impact on global electricity generation utilities. We explore the fresh challenges, including the so-called death spiral, facing the Australian electricity transmission and distribution network over the medium to long term.

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HEDGE FUNDS AND INFRASTRUCTURE

HEDGE FUNDS AND INFRASTRUCTURE

December 2016

Can hedge funds provide a similar return outcome to infrastructure investments? Should investors be indifferent between allocating capital between these two types of investments?

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HAS THE INFRASTRUCTURE DEBT SHIP SAILED?

HAS THE INFRASTRUCTURE DEBT SHIP SAILED?

September 2016

Burdened by significant debt, many infrastructure and ‘infrastructure-like’ assets struggled through the financial squeeze of 2008 and 2009. However, since then, capital has been pouring back into the asset class as investors search for stable cash flows in a low yielding investment environment.

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INFRASTRUCTURE PRIVATISATIONS

INFRASTRUCTURE PRIVATISATIONS

June 2016

There is a wave of anti-privatisation in the air and it has cost dearly those governments throughout the world who are persistent on selling state assets to reduce burdening government debt.

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