Close

Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

Discover more
Close

Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

Discover more
Close

Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

Discover more

Australian infrastructure CEOs share their post-pandemic vision

2020 has been volatile for infrastructure operators and investors, with Covid-19 abruptly changing the way we work, play and travel. Movement restrictions have not been seen on this scale since World War II, impacting short-term earnings for assets like toll roads and airports.

CEO panel: The future of transport infrastructure 

In this 25 minute panel session, our Head of Global Listed Infrastructure Peter Meany and Co-Head of Infrastructure Investments Australia and New Zealand Chris McArthur are joined by Westconnex CEO Andrew Head and Brisbane Airport CEO Gert-Jan de Graaff to discuss the path to recovery for transport infrastructure.

Q&A: Opportunities in listed and unlisted infrastructure

From data centres to airports, we interview our Head of Global Listed Infrastructure Peter Meany and Co-Head of Infrastructure Investments Australia and New Zealand Chris McArthur about where they are finding value and opportunity - and how they are positioning their portfolios for the future.

 

Important Information

This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (Author). The Author forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. A copy of the Financial Services Guide for the Author is available from First Sentier Investors on its website.

This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation. Any opinions expressed in this material are the opinions of the Author only and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information needed to make an investment decision in relation to such a financial product.

To the extent permitted by law, no liability is accepted by MUFG, the Author nor their affiliates for any loss or damage as a result of any reliance on this material. This material contains, or is based upon, information that the Author believes to be accurate and reliable, however neither the Author, MUFG, nor their respective affiliates offer any warranty that it contains no factual errors. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of the Author.