Infrastructure Insights Video

Infrastructure in a world of rising rates

So far in 2021, global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. In a recent interview, Portfolio Manager Charles Hamieh discusses, why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.

Read our Whitepaper on Inflation, Rising Rates and their impact on Infrastructure. 

Related Perspectives

Infrastructure Insights Portfolio Insights
Select Cyclical Exposure Looking More Interesting

Select Cyclical Exposure Looking More Interesting

Q1 2024 Infrastructure Income Commentary: We have been increasing our cyclical exposure through additions in U.S. rails as a restocking cycle should lift rail volumes, while adding selectively to towers and renewables on weakness we believe is transitory.

Read full article