What opportunities do the key investment characteristics of US regulated utilities present for global listed infrastructure investors?
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7 min
Australian small caps market – key investment themes from the March 2025 quarter
Many of the popular investment themes and crowded stock holdings driving the Australian small cap market in the 2024 calendar year have reversed in the March 2025 quarter. Given the expectation of lower domestic interest rates going forward, many of the high-flying technology, quality and growth exposed companies have been used as funding sources as investors rotate into cheaper quality stocks and/or value/cyclical exposed companies with improving earnings momentum. The question for investors is whether this is just a blip or is the rotation more sustainable? This thematic shift and heightened market volatility is creating increased value adding opportunities for active Australian small cap managers that have a competitive information advantage.

5 min
What sets us apart
Maple-Brown Abbott Global Listed Infrastructure (MBA GLI) is a highly specialised investment manager focused on infrastructure assets. Since our inception in 2012, we have built a strong track record of delivering stable, long-term returns by investing in infrastructure. Features of the infrastructure asset class include defensive business models, diversification, inflation protection and low volatility cash flows. Our expertise, independence, and alignment with investors have made us a leader in the sector.

6 min
2024 Review and 2025 Outlook for Australian Equities
Looking back at 2024, history will record that the Australian equity market produced a slightly higher than 'average' total return of around 11%. However, that very “normal” looking return hides a huge dichotomy in the equity market: between the 'haves' and the 'have nots'.

10 min
Global listed infrastructure well positioned for uncertainty in 2025
In 2025, geopolitical and economic uncertainties highlight the appeal of defensive infrastructure assets. While inflation is under control, its unpredictability persists, making infrastructure with inflation pass-through mechanisms more attractive. Our preference remains for monopolistic infrastructure assets that are undervalued, benefiting from regulatory protections, strong long-term contracts, and inflation linkages. Additionally, we see substantial organic growth opportunities for the sector, predominantly driven by the energy transition but also supported by long term investment opportunities in water, transport mobility and digitalisation.