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)

 

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