THE GREENBACK SLIDE – NOT ENOUGH FOR A RESERVE RESHUFFLE
In this month’s article, we discuss the outlook for the USD in global financial markets, starting with the key drivers for the medium term and the associated investment implications. We…
In this month’s article, we discuss the outlook for the USD in global financial markets, starting with the key drivers for the medium term and the associated investment implications. We…
In this month’s article, Whitehelm Capital’s Chief Executive considers how infrastructure investing is changing, and will continue to change, in a post-COVID-19 world. We look at the implications for what…
In this article we review the potential for Australia’s superannuation funds to provide credit to support the nation’s SMEs, mid-market and large corporates, real estate developments and other borrowers, while…
In a world recovering from the COVID-19 crisis, green energy is poised to be a key driver in the revitalisation of the global economy. Our focus in this article is…
The COVID-19 pandemic started as a public health crisis but its impact on global economies and company supply chains may be longer lasting. We have witnessed the greatest shock to…
Infrastructure investors are by nature long-term. In allocating capital to assets that power communities and societies, infrastructure investors are required to think ahead and to envision how humans will behave…
This month’s feature article revisits the defensive characteristics of infrastructure as an asset class, looks at how infrastructure has performed through the initial phase of the COVID-19 induced shock, how…
Water scarcity is a local problem right across the globe, affecting the lives of millions of people as well as dominating newspaper headlines andpolitical discourse. Around 1.2 billion people worldwide…
Monetary policy in its current form has less firepower than ever before. Despite a decade of extremely accommodative monetary policy, global economic growth and inflation since the Global Financial Crisis…
This month’s feature article provides an overview of the general characteristics of investing in fibre networks, looks at the rollout of fibre generally across Europe, and takes a deep dive…
Whitehelm’s latest Thought Leadership article explores the key risks in renewable generation assets for investors and ways these can be addressed. The article presents case studies from a number of…
This month’s feature article explores heating and cooling as a key part of the world’s decarbonisation challenge, with a focus on decentralised heat as a solution, along with the challenges…
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