Infrastructure Insights Video

What is Driving Infrastructure Weakness and Where to From Here?

A complex economic environment, including persistent inflation and a sharp rise in interest rates has dampened sentiment and challenged the market outlook for infrastructure.

Listen to Portfolio Manager Charles Hamieh discuss what’s driving infrastructure weakness and where to from here?

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Infrastructure Steady as Equities Swing

Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.

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