, Capital structure
The Easing Cycle Is Over. Here's What a 4.35% World Rewards.
Twelve months ago, the debate was about how far the Reserve Bank would cut.
Insights
, Resilience
We Export the Ingredients and Import the Fuel. Queensland Can End That Trade.
Australia does something odd with one of its most valuable resources.
, Resilience
Fifty Days of Fuel: Australia's Quiet Vulnerability and the Infrastructure That Fixes It
When Iran's parliament voted to close the Strait of Hormuz in late June, in response to US and Israeli strikes on its territory, the threat faded within days.
, Capital structure
The Evolving Landscape: The Private Sector & Infrastructure in Australia
Against the backdrop of a transformative decade within Australia’s construction sector, the prevailing narrative was that of ‘never-ending of challenges amidst burgeoning opportunities’.
, The delivery layer
The Problem with Construction is Actually the Solution
The past few months can be best described as average economic conditions, with regular news of companies in the building construction industry either flashing red or announcing bankruptcy.
, Capital structure
Why Infrastructure?
Australia’s infrastructure investment landscape is characterised by a growing demand for modernisation and expansion.
Archive
Earlier articles, kept for the record.
, Archive
Foot Off the Brake, Eyes on the Storm: Investing Through the Uncertainty Cycle
When the Reserve Bank cut the cash rate to 3.85 per cent on 20 May, the second cut of the year, the headline was about mortgage relief.
, Archive
Brace Brace Brace: the RBA’s August rate decision Ignores the global macro thematic and turns a blind eye to rising insolvencies
On August 6, 2024, the Reserve Bank of Australia (RBA) opted to hold the policy cash rate at 4.35 per cent despite a confluence of challenging local and global economic factors.
, Archive
Flights, Rails, and Infrastructure Delays
Australia’s $80 billion commitment to roads and rail over the next decade has spotlighted the need for a a more strategic approach.
, Archive
Fuelling the Future and Carbon-Conscious Skies
In the context of aviation emissions, Sustainable Aviation Fuel (SAF) is a pivotal lever offering both the immediate and long-term resolve.
, Archive
On the Way to Net Zero
The global shift towards renewable energy sources is no longer a trend, but a fundamental transformation.
, Archive
Private Credit and Project Finance For the Transition Economy
In the face of numerous economic, social and geopolitical challenges, the renewable energy industry has not only weathered the storm but forged ahead with a positive investment trend that has gained momentum year-on-year since 2018.
Institutional-grade investments, structured for wholesale investors.
We’d welcome a conversation about which part of the structure fits your objectives.
Arthur VekiarellisHead of Distribution
General corporate information for wholesale clients. Not an offer or financial product advice. Important information