We ensure that the capital markets research we undertake has meaning for clients and their portfolios, and can be incorporated into asset allocation and manager selection decisions
Whitehelm Advisers’ capital markets research focuses on the effect of economic trends on portfolio performance. This includes both local and global outlooks for factors such as interest rates, inflation, credit risk and economic growth, as well as their potential impacts on an investment portfolio.
A global outlook is important to Australian investors, not just because of investing in global asset classes, but also due to changes to the Australian investment landscape which are influenced by developments offshore.
We leverage our independent Advisory Investment Committee for their capital market perspectives. The committee brings unparalleled global insights into macroeconomic and investment strategy deliberations, drawing on the experience of key members such as Ken Liow (former Chief Investment Officer, BlackRock) and Warwick McKibbin (former Director, Reserve Bank of Australia). Warwick is an expert on the Australian economy and how it interacts with the rest of the world, and his networks include most current and former central bankers around the globe, along with distinguished leading academic minds related to macroeconomic policy.
In addition, Whitehelm Advisers also selectively engages with chief economists, strategists and fund managers with regards to their specific macro economic and/or capital market insights.
Whitehelm Advisers has a variety of backgrounds, but importantly, many have previously managed money as investors. With this, our team is constantly looking at markets and is pro-actively considering problems and opportunities as they arise.
The collective views and ideas gathered through Whitehelm Advisers’ capital markets research are reflected in our large body of work such as our monthly Investment Environment Reports, as well as additional research pieces that we produce outside of regular reports.
Yorkshire Water is the the fifth-largest water and sewerage company in the UK by both Regulatory Capital Value and by number of customers served. The business provides drinking water and sewage treatment for 5.0 million customers in the Yorkshire region, in the North East of England.
Rowville Transmission Facility (RTF) owns an electrical transmission facility located in the eastern suburbs of Melbourne. RTF converts electricity from 500kV to 220kV for distribution. The facility receives a monthly fee from the Australian Energy Market Operator, while the operation and maintenance of the asset is outsourced to Ausnet Services.
The Worsley Cogen Facility is a two unit multi-fuel cogeneration plant (550tph steam and 104MW electricity) that was commissioned in January 2014 and located in Collie, WA. It provides steam and electricity under a long-term contractual arrangement to South32 Limited’s Worsley Alumina Refinery.
One of the world’s most experienced infrastructure managers & investment strategy advisers