News and insights
Discover our latest news, views and analyses
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Equity Insights
AI Democratised: What lower cost of compute means for the investment landscape11 June 2025Tags: Equity insights -
US Utilities Travel Diary
Joseph Titmus, Managing Principal, Listed Infrastructure Equity, recently travelled to the US to meet with the management teams of our US utilities and visit assets09 June 2025 -
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Understanding Commercial Mortgage Backed Securities – A focus on Securitised Credit
In this webinar we discuss the current shape of the Securitised Credit market, the opportunity set we select from, and the compelling investment case presented by shifting interest rates. Specifically, we delve into the reasons why Commercial Mortgage Backed Securities (CMBS) should be an important component of your Securitised Credit strategy.06 June 2025Tags: Securitised credit -
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How Private Credit Is Fueling Asia's Energy Transition
This alternative investment option is emerging as a solution to Asia’s transition finance gap.28 May 2025Tags: Alternatives -
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