For investors seeking reliable income, global diversification and inflation protection, specialist listed infrastructure portfolios aims to provide all three.

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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Value Strategy August Commentary

Value Strategy August Commentary

Our global listed infrastructure strategy outperformed infrastructure indices and equities for the month. Government policy remained supportive, continuing to implement previously announced stimulus.

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