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Investment Insights
Displaying 69 of 69

8 min
‘Green’ hydrogen is currently viewed as a versatile energy carrier in a low-carbon future and a promising solution to displace the role of fossil fuels. With a focus on Europe, the team dissects the opportunities for – and limitations of – large-scale green hydrogen usage.

8 min
Value stock or value trap?
With the value investment approach, there is a constant danger of investing in ‘value traps’ and we spend substantial time considering this issue. In this article we take a look at the factors that indicate heightened risk of a stock being a value trap.

6 min
Stock in Review: Hansen Technologies (HSN)
Hansen Technologies is a global provider of operating software and services to the energy, water and communications industries. We take a closer look at why HSN is a key overweight position in the Maple-Brown Abbott Australian Small Companies Fund.

7 min
Crowded trades – hiding in plain sight
Winning stocks within the Australian bourse have to date largely been those appearing to offer a more ‘certain’ outcome. However, it is clear to us that investors are ‘hiding’ in a select group of what are perceived to be safe or defensive stocks. Valuation is no more than a secondary consideration.

5 min
AI: with great power comes great responsibility
Quite suddenly, companies are seeing the non-adoption of AI as a commercial risk not evident a mere matter of months ago. As AI-related opportunities arise, we are aware of the need for boards to respect the potential risks inherent in evolving AI technologies and for governance frameworks to commensurately evolve.

9 min
AI, data demand and the impacts on digital infrastructure
From the continuing roll-out of spectrum and 5G to use cases for generative artificial intelligence (AI), investors are feeling energised about the growing need for digital infrastructure in the years ahead. Our team recently spoke with leading digital infrastructure providers and telcos about investment prospects in the dawn of the AI revolution.

6 min
Seeking Safety
The Australian listed healthcare sector includes several high-quality companies which have experienced strong growth over many years. Maintaining high levels of growth from such a high base presents an increasing challenge. With higher interest rates, elevated gearing and valuations still at a significant premium to long term averages, we remain cautious of paying too much for perceived defensiveness.

9 min
The next nuclear renaissance
We believe the tide has turned in uranium and we are entering the next nuclear renaissance. Industry fundamentals are improving at a rapid pace, with increasing policy support from governments, a re-contracting cycle by western utilities, and a supply side not yet incentivised to significantly increase production – all of which sets the stage for a positive medium-term outlook.

7 min
What could net zero emissions mean for listed infrastructure valuations?
In December 2021, we published our inaugural Maple-Brown Abbott Global Listed Infrastructure Task Force on Climate-related Financial Disclosures (TCFD) report as part of our firm-wide commitment to climate change risk reporting. Building on that report, this article summarises the finings of our latest climate change scenario analysis and provides an update on our targets and metrics.