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

Are Global Property Markets Showing Signs of Softening?

Are Global Property Markets Showing Signs of Softening?

October 2018

In the years following the global financial crisis, property markets in several key developed market countries were the posterchildren for the strength and the extent of the post-crisis economic recovery.  In this month’s feature article, we discuss the recent trend of softening in several property markets and what this could mean for economic and financial market stability.

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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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