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INFRASTRUCTURE News & Analysis

Investor from Big Short weighs in on market trends
Personal Finance
Investor from Big Short weighs in on market trends
Steve Eisman recently shared some thoughts on the US election, Bitcoin and two equity trends he sees as era defining.
James Gruber | 21 August 2024
Is the 60/40 portfolio dead?
Personal Finance
Is the 60/40 portfolio dead?
Do investors need to look beyond stocks and bonds in the current environment? Morningstar's Annika Bradley speaks with AustralianSuper CIO Mark...
Sarah Dowling | 21 June 2023
The role infrastructure assets can play in your portfolio
Personal Finance
The role infrastructure assets can play in your portfolio
Large institutions have access to real estate and infrastructure assets that individual investors don't, yet there are ways to get similar exposure...
Mark Lamonica | 02 March 2023
Better investing opportunities coming your way in 2023
Markets
Better investing opportunities coming your way in 2023
5 new themes for portfolios, including bonds, China, and active management.
Sandy Ward | 03 January 2023
Listed infrastructure to shine amid economic uncertainty
Stocks
Listed infrastructure to shine amid economic uncertainty
Analysts point to a positive link between the asset class, inflation and low sensitivity to economic growth concerns.
Nicki Bourlioufas | 19 April 2022
Utility dividends fading into the rear-view mirror for income investors
Stocks
Utility dividends fading into the rear-view mirror for income investors
Pension funds and private equity groups are hunting listed utilities close to extinction.
Lewis Jackson | 16 February 2022
Ventia IPO: Morningstar gives the ASX's newest member the thumbs up
Stocks
Ventia IPO: Morningstar gives the ASX's newest member the thumbs up
Shares debuted at a bargain after the IPO price was slashed.
Lewis Jackson | 19 November 2021
Earnings down as private money circles infrastructure: Reporting season roundup
Stocks
Earnings down as private money circles infrastructure: Reporting season roundup
Utilities and infrastructure names battle the impact of covid as private equity and pension funds circle. 
Lewis Jackson | 13 September 2021
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 27 August.
Lewis Jackson | 30 August 2021
Big pension funds are muscling out income investors
Stocks
Big pension funds are muscling out income investors
Spark Infrastructure deal narrows listed utility options for investors say analysts.
Lewis Jackson | 25 August 2021