Infrastructure will play a pivotal role in the path to net-zero emissions. Trillions of dollars of investment need to be made over the coming decades that will underpin allowed returns and provide a tailwind for infrastructure investors. However, liquidity and flexibility in portfolio construction will be crucial in both capturing the opportunities and managing the risks.
Listen to Portfolio Manager, Nick Langley discuss why the path to net-zero emissions is a positive for infrastructure investing and what’s driving future infrastructure returns.
To learn more about infrastructure's key role in decarbonisation and net-zero, click the below button.
Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities.Read full article