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At the forefront of active equity market investing for forty years. We manage investment portfolios for institutional, high net-worth and retail clients in Australia, and have clients across the world including in North America, Europe and Asia.

Beyond the chips five thematics from our US trip

Our recent US trip took us across five cities, meeting management teams, industry experts and policymakers. The most valuable insights emerge from the pattern that forms when dozens of conversations begin pointing the same way. This trip surfaced five thematics, from an AI build-out that is really a story about power and connectivity to structural defence spending and a resilient US consumer. We explore what each means for finding Australian small companies on the right side of these shifts.

Buy Hold Sell: 5 stocks from the ASX’s hottest sector of FY26

Materials has been the standout sector on the ASX, surging more than 45% on demand tied to the global AI build-out. But with commodity prices near multi-year highs and valuations rerating, has the rally run its course? In this episode of Livewire's Buy Hold Sell, Maple-Brown Abbott's Dougal Maple-Brown explains how the team anchors its view on a long-term price deck and names the one diversified miner he's backing for the year ahead.

Buy Hold Sell: 3 energy stocks analysed

The energy sector has been front and centre, caught between Middle East tensions and surging AI-driven demand – but which ASX names have real staying power? In the latest episode of Livewire's Buy Hold Sell, Dougal Maple-Brown joins Tom Stelzer to deliver his buy, hold and sell calls on Woodside, Paladin and Worley.

Our approach to sustainability risk

The information on this page has been prepared in response to the Sustainable Finance Disclosure Regulation (SFDR) requirements and applies to Maple-Brown Abbott Global Infrastructure Fund, which has been categorised as Article 8 under the regulation. Please note the relevant disclosures for the AMX UCITS CCF – Maple-Brown Abbott Global Infrastructure Fund are available on the AMX by Carne website. Please note the relevant disclosures for the Pacific Maple-Brown Abbott Global Infrastructure Fund are available on the Pacific Asset Management website. Sustainability risks within the SFDR are environmental, social and governance (ESG) events or conditions whose occurrence could have an…

Global transition infrastructure

Investing in companies enabling the decarbonisation of economies, investing in climate-resilient infrastructure and/or demonstrating credible decarbonisation pathways Investing in companies enabling the decarbonisation of economies, investing in climate-resilient infrastructure and/or demonstrating credible decarbonisation pathways Targeting companies with stable, inflation-linked cashflows that grow over time Mitigating risk through disciplined exclusions on material fossil fuel exposures inconsistent with supporting the energy transition and controversial business activities   We use a tight definition of infrastructure assets based on low-volatility cashflows, inflation protection, and sustainability factors, to achieve diversification with other asset classes such as global equities.We invest in listed infrastructure companies across the…

Why correlations matter – the role of infrastructure in a portfolio

A portfolio is only as diversified as its least correlated assets. When equities and bonds moved together in 2022 – and again when tech stocks sold off and geopolitical tensions escalated in early 2026 – investors with a strategic allocation to global listed infrastructure were better placed than most. This white paper examines why infrastructure plays a structurally different role in a portfolio, and what the latest data tells us about the durability of that role across different market environments.

Debt down $130m, earnings ahead. Why this fundie is still buying this ASX small cap

Phillip Hudak joins Livewire Markets to share his latest buy, a new AI exposed name on the watchlist, and a position he's just trimmed – plus why Australian small caps could be quietly setting up for a meaningful catch-up trade.

Global infrastructure poised to shine on growth, inflation and value

Listed infrastructure is entering a compelling phase. In this podcast with CIBC, Andrew Maple-Brown outlines why macro conditions, accelerating earnings growth and attractive valuations make a strong case for the sector right now, and how decarbonisation and digitalisation are driving a significant capital investment opportunity.