Global listed infrastructure – A safe harbour for investors?

With inflation rising, many investors are seeking to protect their portfolios.

Listed infrastructure may be part of the solution. Strong pricing power, predictable cash flows, and strength through economic cycles make this asset class an attractive inflation hedge.

Curious to know more?

Find out more about how global listed infrastructure performs in the face of inflation.

Investing in the electic vehicle revolution to drive our energy future

Electric vehicles are coming. The buildout of charging infrastructure to support EV demand, along with higher electricity “load”, will lead to significant investment opportunities for utilities.

Find out more

Power to price: Inflation, infrastructure and the social license to operate

Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line with community expectations.

Find out more

Curious to learn more about opportunities in Global Listed Infrastructure?

Find out more

Who is First Sentier Investors?

First Sentier Investors is a global fund manager with over AU $217.3 billion* invested across equities, fixed income, multi-asset strategies and real assets. It is home of investment teams FSSA Investment Managers, Igneo Infrastructure Partners, Stewart Investors, and Realindex Investments.

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This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), which forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. A copy of the Financial Services Guide for FSI AIM is available from First Sentier Investors on its website.

This material is directed at persons who are ‘wholesale clients’ (as defined under the Corporations Act 2001 (Cth) (Corporations Act)) and has not been prepared for and is not intended for persons who are ‘retail clients’ (as defined under the Corporations Act). This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation.

Any opinions expressed in this material are the opinions of the individual author at the time of publication only and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information needed to make an investment decision in relation to such a financial product; and (iii) may substantially differ from other individual authors within First Sentier Investors.

To the extent permitted by law, no liability is accepted by MUFG, FSI AIM nor their affiliates for any loss or damage as a result of any reliance on this material. This material contains, or is based upon, information that FSI AIM believes to be accurate and reliable, however neither MUFG, FSI AIM nor their respective affiliates offer any warranty that it contains no factual errors. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of FSI AIM.

Any performance information has been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance.

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*As at 30 June 2022

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