Episode 21: Infrastructure Investing in Volatile Markets
IMAP Podcast Series - Independent Thought
Chapters
0:54
Define infrastructure as an asset class
3:03
Where does infrastructure fit in client portfolios?
6:28
How do you see infrastructure moving with bond deals?
8:53
Are there any lingering effects from Covid?
10:01
Are there any threats to the yields?
13:00
Where are you seeing the opportunities?
17:20
The differences between listed and unlisted infrastructure!
22:55
Is Net Zero a new asset class?,
25:15
Is Infrastructure combatible with a client wanting an ESG portfolio?
IMAP Podcast Series - Independent Thought
Episode 21: Infrastructure Investing in Volatile Markets
Apr 18, 2023
Episode 21
IMAP
Charles Hamieh (ClearBridge Investments) & Greg Pease (Evidentia Group) discuss:
- How infrastructure performs under different economic conditions
- Prospects for dividend growth
- ESG implications
- Defensive qualities of infrastructure
Moderated by David McDonald, CFA (IMAP)
