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Investment Insights
Displaying 69 of 69

7 min
As specialist infrastructure investors, the Maple-Brown Abbott Global Listed Infrastructure team identifies and assesses problems such as the energy trilemma, then invests in companies it believes are providing solutions such as the UK-listed SSE PLC.

5 min
Lithium – a cure or a headache in 2023?
Matt Griffin, Co-Portfolio Manager, Australian Small Companies, considers issues affecting lithium for the small cap investor and why the team is waiting for the right entry point.

3 min
Some surprises likely for investors in the Australian share market in 2023
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.