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

INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 4

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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INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD - Part 3

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

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

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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Developed Asia Infrastructure

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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Opportunities in Emerging Markets

Opportunities in Emerging Markets

September 2017

Whilst emerging market economies are keen for private capital to invest in their many infrastructure projects, private investment to date has been relatively restrained.  We discuss the key risks that need to be overcome in order for emerging markets to get a bigger piece of the infrastructure allocation pie.

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The Future of Renewables

The Future of Renewables

December 2016

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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HEDGE FUNDS AND INFRASTRUCTURE

HEDGE FUNDS AND INFRASTRUCTURE

November 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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Disruptive Renewables

Disruptive Renewables

September 2016

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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INFRASTRUCTURE PRIVATISATIONS

INFRASTRUCTURE PRIVATISATIONS

August 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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HAS THE INFRASTRUCTURE DEBT SHIP SAILED?

HAS THE INFRASTRUCTURE DEBT SHIP SAILED?

July 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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