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Keeping investors informed.
Investment Insights
Displaying 112 of 112
3 min
A degree of complacency as we enter 2023 may see some investors surprised by potential features of the year ahead, including uncertainty around corporate earnings and elevated commodity prices continuing longer than expected, according to Maple-Brown Abbott. Chief investment officer Garth Rossler said investors waiting for signs that monetary tightening had peaked to add to equity positions reflecting the successes of the past decade could be disappointed.
4 min
Not all net zero targets are created equal
Global listed infrastructure companies will be key to helping the world reach the goals of the Paris Agreement, and many are achieving very strong results in reducing their emissions, says Andrew Maple-Brown, Co-Founder and Managing Director of Maple-Brown Abbott Global Listed Infrastructure. However, there are some that still have considerable work to do to achieve their ambitions. Active investors have a role to play through engagement, scrutiny and constructive encouragement.
6 min
Managing methane a key to tackling climate change
Methane, a highly potent greenhouse gas, is a focus of the Global Listed Infrastructure team’s research and engagements with companies on decarbonisation. We believe companies have an imperative to manage methane emissions to mitigate its warming effects. Otherwise, from our perspective, any switch from coal to natural gas does not result in a meaningful net benefit for the environment.
7 min
One asset class?
Listed vs unlisted infrastructure through the lens of UK water utilities. We explore the exciting investment opportunities in the UK listed and unlisted water utilities infrastructure market.
9 min
Andrew Maple-Brown on blazing his own trail
A product of grazing stock, Andrew Maple-Brown's father, Robert, grew up on the land and developed a lifelong appreciation for planning and foresight. Like his father before him, the co-founder of Maple-Brown Abbott Global Listed Infrastructure is also deeply committed to discipline and character. He's harnessed these traits in establishing his business within the family enterprise, turning his obsession with infrastructure into a lucrative funds management venture.
3 min
ESG and opportunities for investing in listed infrastructure
Regulated electric utilities are an “underappreciated” winner from the energy transition and have attractive valuations, according to Andrew Maple-Brown, Co-Founder and Managing Director, Maple-Brown Abbott Global Listed Infrastructure.
2 min
Listed vs unlisted infrastructure
Where do you sit on the debate? This paper challenges the assumption that listed infrastructure and unlisted infrastructure are two separate asset classes by analysing examples of actual assets owned by these two distinct investor classes.
2 min
The role of infrastructure in a portfolio
We believe that investors seek to benefit from the essential service nature and strong strategic positions of infrastructure assets.
2 min
Satellites: are they still infrastructure
Over the past few years the global satellite industry has been under increasing pressure as structural changes have started to appear and are now beginning to take hold.