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

Could Turkey’s Economic Woes Cause Contagion?

Could Turkey’s Economic Woes Cause Contagion?

September 2018

Since the start of 2018, the demise of Turkey as the golden child of the emerging market family has become increasingly evident, marked most notably by the 27% depreciation of the lira versus the US dollar in August.  We discuss the factors that have led to Turkey’s fall from grace, as well as the likelihood that they could lead to a contagion effect among emerging market economies.

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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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