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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.
Charles Hamieh
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Investing Through Disruption Across Infrastructure & Improving Companies
In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.
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