The Australian Business Review (subscription may be required) looks at the upside of infrastructure investment and reports, “investors may be able to use any volatility stemming from interest rate uncertainty to find attractive entry points into high quality infrastructure with solid yields. Transurban remains chief among such stocks. Recent strong results at the roads company were a timely reminder of TCL’s enviable position in the market. The assets — some of the busiest toll roads in Australia and the US, are unique.” The report adds, “Meanwhile, market share — bordering on monopolistic, continues to solidify, as TCL is recognised more and more as the premier operator in the country.”
