In the first part of this three-part series, we looked at just how worrying the current situation for climate change is, emphasising that a serious, global, and coordinated effort is…
From an investment perspective, infrastructure assets have many appealing characteristics. They provide investors with a solid yield and capital returns, underpinned by defensive and stable cash flows, as well as…
Climate change and the risks that go with it have been front of mind for investors and regulators alike for several years. In this month’s article, we provide a specific,…
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…
Established in 2006, Connexin is an innovative technology company specialising in building and operating Smart City infrastructure to support the Internet of Things. Connexin provides end-to-end Smart City solutions, such as Smart Water, Smart Parking, Smart Lighting and Smart Waste. Connexin also provides Fixed Wireless Access broadband in the north east of the UK.
Southern Water is a licensed monopoly provider of water and wastewater services in the UK. The company supplies water and wastewater treatment services to more than 4.6 million people in the South East of England, one of the most populous and affluent regions in England. Southern Water is regulated by Ofwat.
Arqiva is a UK telecommunications company which owns and operates the UK’s terrestrial transmission network with respect to television and radio broadcast. Arqiva also provides satellite transmission services to content providers; transmission and access services to mobile network operators and public safety organisations; and smart metering services.
One of the world’s most experienced infrastructure managers & investment strategy advisers