Infrastructure Insights Videos

Nick Langley on AssetTV Infrastructure Masterclass

Portfolio Manager Nick Langley joins an AssetTV Masterclass panel to discuss how infrastructure investments fit in a portfolio, the opportunity for infrastructure given increased policy focus on climate change and whether inflation will be an important factor in infrastructure returns in an economic recovery.

 

 

Nick Langley
Nick Langley
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Inflation and Higher Rates: What They Mean for Infrastructure

Inflation and Higher Rates: What They Mean for Infrastructure

Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

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