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Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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Defensive Equities - When Defence is the Best Offence

Defensive Equities - When Defence is the Best Offence

October 2021

In uncertain times, investors looking for shelter may consider an allocation to defensive equities to shore up their portfolio. Listed infrastructure, listed property and low volatility strategies are all different ways to invest in defensive equities, all of which tend to provide investors with an income yield too.

This article considers the long-term risk and return profile for each of these three defensive equity thematics, including how each held up during the COVID-19 crisis as well as the investment outlook.

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The Importance of Infrastructure in the Transition to Low Carbon - Part Three

The Importance of Infrastructure in the Transition to Low Carbon - Part Three

October 2021

In this third and final part of the series we shift our focus more fully onto the investor, considering how markets are already changing in response to climate change, before reflecting on what concrete steps investors need to take in order to successfully navigate the infrastructure asset class.

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