News & Insights

Over recent years the Australian Securitisation Forum (ASF) and Perpetual Corporate Trust (PCT) have collaborated on a series of joint research reports into the dynamics of the local securitisation market. This year the focus is on the perspectives and needs of Australian and New Zealand issuers.

For property investors, the rise of responsible investing and the use of ESG factors in investment decisions begs the big question – do green buildings pay?

The 2018 Australian Investment Infrastructure Report amplifies the major themes that surfaced in the 2017 version. A strong economy, sophisticated market and impressive track record make Australia an attractive infrastructure investment destination.

The Australian Securitisation Forum (ASF) and Perpetual ran a joint research report that dives into the needs and wants of the Australian based investors.

In the 2017 version of this report, Perpetual and Infrastructure Partnerships Australia (IPA) note that Australian infrastructure assets are still in demand – but that government policy plays an increasingly important part in investor decisions.

In the report, Perpetual and the Financial Services Council find that the Asia Pacific is the leading contributor of funds flowing into Australian Managed Investment Trusts. There is significant scope for Australia to capitalise on further opportunities in the region.

A recent study conducted by Perpetual has found Australian RMBS is in demand among global investors, but Australia is not capitalising on the extent of opportunity.

In this new research report, Perpetual and the IPA find demand for Australian infrastructure assets is still increasing – but supply is getting tight. What does that mean for the sector?

Investment by foreign fund managers into Australian Managed Investment Trusts has doubled over the past five years but the proportion of financial exports has remained consistent at 3.6%.

There is increasing opportunity for local investment managers to raise capital in overseas markets as global investors seek real returns in a low growth world. Perpetual’s Rupert Smoker looks at this trend.

How Perpetual helped Sydney Airport to simplify its corporate structure, increase permitted foreign ownership and improve its governance arrangements.

In global terms, Australia is already a key market for institutional investors who have an appetite for infrastructure but there are still challenges.