Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance with Head of Infrastructure Business Development, Matt Bushby.
Nick explains how the inflation pass through some infrastructure companies has resulted in an uptick of their earnings and outlines how stabilising real yields and strong company fundamentals are generally improving the outlook for the infrastructure asset class.
Freight and Travel Rebound Lifts User-Pays Assets
Airports and toll roads rose as easing tensions laid the groundwork for an increase in global travel, while a freight recovery helped rail.