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…
Listed infrastructure and listed property funds hold similar underlying assets to their unlisted counterparts. Despite this, the return and volatility profiles of listed versus unlisted real assets are different.
In this final article in our series on disruption, Whitehelm examines the impact of disruption on the telecoms sector.
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.
SAREN Energy is a Nordic renewable and sustainable energy platform formed from the merger of two brownfield energy-from-waste heat generation plants in the south of Norway. The combined platform will deliver more than 300 GWh of steam and heat to a district heating network and local industries in the Nordics, as well as providing power directly to the grid. The platform processes c. 140,000 tonnes of waste, reducing landfill land and contributing to the circular economy of the region.
Flinders Ports operates seven ports located across South Australia, including the State’s only container terminal, under a 99-year lease from the State Government. As operator, Flinders Ports provides port and logistics services and infrastructure for container, bulk and break-bulk cargoes servicing many of the State’s key industries.
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