2020 Australian Federal Budget – Infrastructure spending company

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In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the post COVID-19 infrastructure commitment to A$14

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Global listed infrastructure –‘Buy’ time looming?

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The COVID-19 pandemic has very likely pushed the international economy into recession and cut a swathe through global equity markets. From 21 February through to the end of March 2020,

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Populism and perish

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Populism is spreading rapidly and globally, and becoming more aggressive in its implementation and execution. It traverses national borders and can infiltrate all political affiliations. It represents a huge challenge

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ASIC warns trustees about Protecting Your Super laws and provides guidance for consumers

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ASIC has called on superannuation trustees to provide helpful and balanced communications to their members regarding the Protecting Your Super package (PYSP) of reforms, which are due to take effect

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Global listed infrastructure – a growth engine for the next decade

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Infrastructure as an asset class is increasingly on the radar of investors and their advisers. Sarah Shaw, Chief Investment Officer and Global Portfolio Manager from 4D Infrastructure, a Bennelong boutique, examines

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Mobile adoption curve and 5G – a unique opportunity in global listed infrastructure investment

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Communications infrastructure, a sub-segment of the infrastructure asset class, is enjoying rapid growth driven by a huge expansion in data demand. For global listed infrastructure in particular, there is a

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Global infrastructure an overlooked opportunity for investors

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While big institutional investors such as superannuation funds have long recognised the benefits of infrastructure as an investment option, retail investors often don’t believe they can readily access infrastructure projects

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Emerging markets and infrastructure – a natural partnership

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Emerging market (EM) economies are expected to grow rapidly over the next 30 years, attracting huge infrastructure investment. EMs and infrastructure are natural, complementary investment partners. Rapidly growing EM economies

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Is infrastructure a bond proxy?

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Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets. For

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The insatiable need for global infrastructure investment

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Introduction Infrastructure investment across the globe is set to grow strongly over coming decades. We believe that growth will, by necessity, be increasingly funded by the private sector including via

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