COVID-19 Supply Chain Disruptions and their Impact on Infrastructure
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…
Listing
Pandemic punch and the power of digital
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…
Infrastructure’s resilience in uncertain times
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…
Just Add Water!
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…
THE LAND OF LOW YIELDS
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…
All aboard the digital infrastructure autobahn
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…
Understanding the Risks and Challenges of Investing in Renewables
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…
The European Heat Sector – Challenges and Opportunities in a Hot Market
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 Versus Listed Property – A Defensive Equity Showdown
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.
INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 4
In this final article in our series on disruption, Whitehelm examines the impact of disruption on the telecoms sector.
INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 3
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.
INFRASTRUCTURE INVESTING IN A DISRUPTED WORLD – Part 2
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…
Brisbane Airport
Brisbane Airport is the third-busiest airport in Australia in terms of passenger traffic and has been a strong performer, with solid passenger growth since privatisation in 1997. Brisbane Airport has undertaken a number of successful property development, further contributing to its strong performance.
TDF Holdco Junior Loan
TDF is the market leader in the provision of TV and radio broadcast networks, telecom infrastructure solutions and digital terrestrial media platforms in France. The company has a portfolio of high quality real assets in key locations with the widest geographic coverage in France, which are critical to the reception of TV and radio channels, and to the functioning of mobile telephone networks.
Southern Water
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.