Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities.
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Explore the Global Infrastructure Income Strategy
Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.
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