Portfolio Insights Video

Public Policy, Populist Politics & COVID-19

Public Policy, Populist Politics & COVID-19

Will infrastructure be the centrepiece by which governments stimulate their economies?

Listen to Co-Founder and Senior Portfolio Manager Nick Langley discuss:

  • The effect of Government Stimulus on infrastructure assets
  • Towards 'Net-Zero by 2050' and the implications on infrastructure
  • Public Policy and Populist Politics - ESG themes in 'Green New Deals'
  • Capital flows and market implications

(40 minute listening time)

 

Related Perspectives

Infrastructure Insights Portfolio Insights
Global Infrastructure Income Strategy January Commentary

Global Infrastructure Income Strategy January Commentary

We believe the defensive characteristics of infrastructure will remain valuable in what we expect to be a more volatile market in the near-term.

Read full article