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INFRASTRUCTURE News & Analysis

Is the 60/40 portfolio dead?
Video
Is the 60/40 portfolio dead?
Do investors need to look beyond stocks and bonds in the current environment? Morningstar's Annika Bradley speaks with AustralianSuper CIO Mark...
Sarah Dowling | 21 June 2023
The role infrastructure assets can play in your portfolio
Personal Finance
The role infrastructure assets can play in your portfolio
Large institutions have access to real estate and infrastructure assets that individual investors don't, yet there are ways to get similar exposure...
Mark LaMonica, CFA | 02 March 2023
Better investing opportunities coming your way in 2023
Markets
Better investing opportunities coming your way in 2023
5 new themes for portfolios, including bonds, China, and active management.
Sandy Ward | 03 January 2023
Listed infrastructure to shine amid economic uncertainty
Stocks
Listed infrastructure to shine amid economic uncertainty
Analysts point to a positive link between the asset class, inflation and low sensitivity to economic growth concerns.
Nicki Bourlioufas | 19 April 2022
Ventia IPO: Morningstar gives the ASX's newest member the thumbs up
Stocks
Ventia IPO: Morningstar gives the ASX's newest member the thumbs up
Shares debuted at a bargain after the IPO price was slashed.
Lewis Jackson | 19 November 2021
Earnings down as private money circles infrastructure: Reporting season roundup
Video
Earnings down as private money circles infrastructure: Reporting season roundup
Utilities and infrastructure names battle the impact of covid as private equity and pension funds circle. 
Lewis Jackson | 13 September 2021
Big pension funds are muscling out income investors
Stocks
Big pension funds are muscling out income investors
Spark Infrastructure deal narrows listed utility options for investors say analysts.
Lewis Jackson | 25 August 2021
Back to basics: Investing in infrastructure
Stocks
Back to basics: Investing in infrastructure
Your super fund is snapping up infrastructure assets. Should you? 
Lewis Jackson | 20 July 2021
3 global infrastructure picks
Video
3 global infrastructure picks
4D Infrastructure's Sarah Shaw outlines the investment case for Spanish multinationals Cellnex, and Iberdrola, and the potential of Mexican airports.
Lex Hall | 28 May 2021
Opportunities in global infrastructure
Video
Opportunities in global infrastructure
Covid-19 has enhanced rather than impeded the future for global infrastructure, says Sarah Shaw of 4D Infrastructure.
Lex Hall | 25 May 2021