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Commodities · Property · 6 MIN READ

Why the Run on Real Assets May Be Just Getting Started

In a world dominated by all things technology-related, it’s been easy for investors to forget about real assets. Until recently, many did. But recently, a noteworthy shift began back toward the precious metals, commodities, infrastructure, and real estate of the real assets world. Their appeal is intuitively easy to understand. It’s their tangibility, while historically they’ve been viewed as inflation hedges and diversifiers.

Simon Turner - Head of Content (CFA)
Simon TurnerHead of Content (CFA)
27 Nov 2025

Wired for Growth: How Infrastructure Became the Backbone of the AI Economy

With markets looking frothy, demand for defensive investments is rising. Global listed infrastructure is arguably one of the more compelling opportunities fit for these times. Not because it’s flashy or in vogue, but because data-networks, electricity grids, toll-roads and communication towers underpin the digital economy and the decarbonisation of global economy.

InfrastructureManaged FundInvestment ThemesInvestor Education
3 Nov 2025
 · Simon Turner
 · 6 MIN READ

Renewable energy investment: gloom or boom?

A unique characteristic of high-quality, defensive listed infrastructure companies is their sustained investment profile through the economic cycle. With this in mind, we look to secular trends for opportunities to enhance real growth. One such trend is investment in renewable energy, which is sustaining robust growth despite political headwinds and appears positioned for strong ongoing gains.

InfrastructureManaged Fund
18 Sept 2025
 · Magellan Infrastructure Investment Team
 · 7 MIN READ

What the US Sovereign Wealth Fund & Gold are warning us

You’ll have noticed that Trump’s presidency has started with Change with a capital C. He’s breaking laws, circumventing Congress, and encouraging Elon Musk to dismantle government departments. Most legal scholars agree the US is in a constitutional crisis. Amidst the chaos, Trump announced he’s introducing a Sovereign Wealth Fund. The idea has been mooted for some time so this wasn’t a surprise, but it may mean more to investors that is apparent at this juncture…

MacroCommoditiesInfrastructureMining, Resources & Energy
26 Feb 2025
 · Simon Turner
 · 6 MIN READ

Wired for Growth: How Infrastructure Became the Backbone of the AI Economy

With markets looking frothy, demand for defensive investments is rising. Global listed infrastructure is arguably one of the more compelling opportunities fit for these times. Not because it’s flashy or in vogue, but because data-networks, electricity grids, toll-roads and communication towers underpin the digital economy and the decarbonisation of global economy.

InfrastructureManaged FundInvestment ThemesInvestor Education
3 Nov 2025
 · Simon Turner
 · 6 MIN READ

Renewable energy investment: gloom or boom?

A unique characteristic of high-quality, defensive listed infrastructure companies is their sustained investment profile through the economic cycle. With this in mind, we look to secular trends for opportunities to enhance real growth. One such trend is investment in renewable energy, which is sustaining robust growth despite political headwinds and appears positioned for strong ongoing gains.

InfrastructureManaged Fund
18 Sept 2025
 · Magellan Infrastructure Investment Team
 · 7 MIN READ

What the US Sovereign Wealth Fund & Gold are warning us

You’ll have noticed that Trump’s presidency has started with Change with a capital C. He’s breaking laws, circumventing Congress, and encouraging Elon Musk to dismantle government departments. Most legal scholars agree the US is in a constitutional crisis. Amidst the chaos, Trump announced he’s introducing a Sovereign Wealth Fund. The idea has been mooted for some time so this wasn’t a surprise, but it may mean more to investors that is apparent at this juncture…

MacroCommoditiesInfrastructureMining, Resources & Energy
26 Feb 2025
 · Simon Turner
 · 6 MIN READ

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The big dollars being made in infrastructure

Blackstone and Canada Pension Plan Investment Board have agreed to acquire AirTrunk, an Australian digital infrastructure business, for $24 billion. It’s great news for the AirTrunk investors who will reap the rewards of an enormously successful exit. It also highlights the attractions of infrastructure investing, particularly in the fast growing digital infrastructure space. With deals like AirTrunk highlighting the opportunity, it may be worth asking: have you got enough infrastructure exposure?

InfrastructureAsset AllocationManaged Fund
12 Sept 2024
 · Simon Turner
 · 6 MIN READ
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