Featured Insights

Chart of the Week


Chart courtesy of Clarion Partners. Source: NCREIF, Clarion Partners Investment Research, Q1 2020. Note: The total returns are calculated from all ODCE assets within the NCREIF database and are unlevered. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

Market Snapshot

Oil Shock: The Energy Sector and Beyond

The collapse in oil prices has added to market dislocations and uncertainty associated with the coronavirus pandemic.

Featured Insights

Investment Insights
Mar 20
Investment Insights

Global Listed Infrastructure

Defend Against Uncertainty

March 20, 2020

Utility companies with resilient earnings and cash flow offer investors the potential for greater stability until fundamentals emerge once again as the key driver of stock prices.

Market Outlook
Jan 24
Market Outlook

2020 Market Outlook

Key Themes and Drivers for Infrastructure

January 24, 2020

Infrastructure could be at the centre of new government efforts to stimulate their economies though spending on local labour and materials.

Investment Insights
Jan 10
Investment Insights

Income from global portfolio diversification

January 10, 2020

For Australian investors, a larger global allocation vastly increases the flexibility available to potentially generate income and total return.

Investment Insights
Dec 04
Investment Insights

Global listed infrastructure

Resilient Earnings Enhance Stability

December 04, 2019

Infrastructure assets that are regulated monopolies or governed by long-term contracts may be less sensitive to economic fluctuations.

Investment Insights
Dec 02
Investment Insights

Volatility And Infrastructure Stocks

December 02, 2019

Global listed infrastructure allows investors to maintain equity exposure, but with the potential for reduced volatility when markets become turbulent.

Investment Insights
May 31
Investment Insights

Airport Infrastructure: Connecting the World

May 31, 2019

As air freight and passenger volumes grow, new investment in airport infrastructure assets represents a fresh source of opportunity.

Investment Insights
Dec 12
Investment Insights

Infrastructure: Playing Defense in 2019

December 12, 2018

Timing a rotation into defensive sectors in 2019 will be critical as the longest-ever bull market draws to a close. Listed infrastructure is one such haven for investors.


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