Investors Voice Category: Infrastructure

Global listed property REITs and listed infrastructure are considered defensive, income-generating equities, offering a high dividend yield, underpinned by stable inflation-linked cash flows, and diversification from global equities.

Downer is a compelling investment opportunity because of the high-quality nature of the business, an un-demanding valuation, and some clear catalysts for a valuation re-rating.

Offering stable, long-term returns, global listed infrastructure stocks can provide a ‘defensive layer’ to an investment portfolio and diversification benefits for investors heavily exposed to Australian shares.

While Australian infrastructure upgrades move at a snail’s pace, completely the opposite is happening in China where major investments in critical transport infrastructure, particularly airports, will drive an Asian tourism boom the likes of which has not been seen since the Japanese tourism boom of the 1990s.