Rising inflation impacts every investor looking to construct portfolios. In this video Portfolio Manager, Shane Hurst discusses how infrastructure investors can get exposure to a set of assets that can protect their portfolios from rising inflation while also delivering attractive income with the potential for capital growth.
In a related Podcast, Portfolio Manager Nick Langley discusses the team's view on inflation and why real assets, particularly infrastructure, are attractive for their inflation protection characteristics.
Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.Read full article