Sarah Shaw

It’s all coming up roses for the asset class, which is set to benefit from rising inflation and global spending programs. A boom delayed is still a boom. The delta variant stymied reopening plans and the fiscal stimulus expected to accompany them, but listed infrastructure investors will breathe easier as government spending finally goes ahead….

The backyard keeps shrinking. And as another big asset disappears from the public market, Australian listed infrastructure investors will have few options but to look abroad for their exposure. The sale of Sydney Airport has generated plenty of headlines about the might of big super funds; no shortage of acrimony about another of Australia’s sparse…