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

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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A Red-Hot Housing Sector

A Red-Hot Housing Sector

March 2017

House prices in Australia are expensive on a wide range of valuation measures, including historical experience and relative to the nation’s peers. We explore the potential triggers, as well as the economic and financial market impacts, of a correction or a collapse in the property market.

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