Wildfires – Burning More Than Just Landscapes
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,…
Listing
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…
Crossing The Covid-19 Infra-Section
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…
Stepping Forward In Private Credit When Others Step Back
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…
The New Energy Economy – A Hydrogen Future?
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…
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…
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…
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.
Flinders Ports
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.
Kvitebjørn Varme
Kvitebjørn Varme is the district heating network in the city of Tromsø, the largest urban area in Norway inside the Arctic Circle. It produces more than 170 GWh of thermal energy annually, primarily from sustainable and low carbon generation technologies (including a modern 22MW waste to energy plant with an annual capacity of 56,000 tons). The heat is distributed through a network of 55km of underground pipes.