EM Chat: Industry Deep Dive - Infrastructure

It's an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today's chat - Infrastructure - and just what qualifies?

To settle it, we looked to Macquarie, who say: “Infrastructure provides essential products or services which are necessary to support economic and social activity… Infrastructure typically has a strong strategic position (such as monopoly or duopoly). This is because significant capital is usually required to construct the assets, resulting in high barriers to entry for would-be competitors.“

It's always time for a great Buffett quote too - who said his favourite investment was the ‘only toll road into town’.

As promised, here's the links and lists that Bryce mentioned:

• Listed Funds
• ETFS Global Core Infrastructure (CORE)
• VanEck Vectors FTSE Global Infrastructure (Hedged) (IFRA)
• Magellan Infrastructure Fund (Hedged) (MICH)
• Vanguard Global Infrastructure Index (VBLD)
• Individual companies (ASX ticker) - ASX Sector
• Transurban (TCL) - Highways & Railtracks 
• Sydney Airport (SYD) - Airport Services
• APA Group (APA) - Gas Utilities
• AusNet Services (AST) - Electric Utilities
• Infigen Energy (IFN) - Independent Power Producers & Energy Trader
• Atlas Arteria (ALX) - Highways & Railtracks
• Spark Infrastructure Group (SKI) - Electric Utilities

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