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.
Establishing Conditions for Stronger Future Earnings
Utilities generally recover prudently incurred costs such as higher interest rates as regulators recalibrate allowed returns to reflect prevailing financing conditions.