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10 April 2025
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Over the last decade the electricity sector has been at the forefront of decarbonisation, ahead of transport, industry and agriculture. We estimate that the rollout of renewable energy has enabled ~80% of the net zero pathway for utilities to be understood and in progress.
Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers, especially utilities which are benefiting from energy transition.
Investors need well-functioning economies and societies to create stable markets. Given our economies are dependent on nature and we cannot get to net zero without nature, it is in investors’ interests to limit nature loss and protect the ecosystems.
First Sentier's global infrastructure team recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. This paper details their findings.
Are markets on a road to recovery or a path of potholes? Leading portfolio managers were asked for the theme that most excites or worries them in the year ahead, and what they will especially watch for.
Digital transformation, cost cutting through operational efficiency, scalability and Covid safety are impacting almost every industry. The hospitality sector is facing disruption from a new consumer trend – an insurgency of ‘ghost kitchens’ – which has implications for property investors.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
The Australian stock market has had almost 40 dips of 10% or more since 1920, with many of these triggered by weakness in the US. What would have happened in each case had you 'bought the dip'?
The uncertainty sowed by falling share markets can make investors panic and commit costly errors. Following the advice of an ex Navy SEAL commander can help you stay composed and focus on what matters.
Electric vehicles have long been championed as the future of transportation. With production slowdowns, cautious consumers, and infrastructure challenges, EVs appear to be hitting a speed bump.
Travel is about to be transformed by a new technological force: AI-powered travel agents. They will independently navigate websites, make decisions, and adjust your travel itinerary – just like a personal assistant.
Property investment in SMSFs is a popular strategy for retirement wealth. Compliance is essential to avoid risks like the sole purpose test, non-arm’s length income, and property development issues.
Every bubble is unique in its form and duration, yet they all share common qualities and stages. As for the current bubble in AI and quality stocks, we’ve had the displacement and the euphoria. Now for the distress.