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.
How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—it will reward resilience, according to Franklin Real Assets.
Read full article