Infrastructure | Masterclass
- 46 mins 17 secs
Learning: Structured
At a time when inflation is beginning to pick up and there's talk of a transition in the economy, what is the outlook for the sector? On the panel discussing are:
- Charles Hamieh, Portfolio Manager, FTF ClearBridge Global Infrastructure Income Fund, ClearBridge Investments (a Franklin Templeton Company)
- Matthew Norris, Fund Adviser and Director, Real Estate Securities, Gravis Advisory Ltd
- Alex Araujo, Fund Manager, Global Listed Infrastructure Fund, M&G Investments
- Jim Wright, Premier Miton Global Infrastructure Income Fund, Premier Miton Investors
Learning Objectives:
- The outlook for transport infrastructure in the wake of the Covid pandemic
- How much inflation-protection is built into the asset class
- The rise of digital infrastructure - the tailwinds and the headwinds
Tags:
Masterclass, Infrastructure, Inflation, Asset TV, Masterclass, ClearBridge Investments, Franklin Templeton, Gravis Advisory Ltd, M&G Investments, Premier Miton Investors, Charles Hamieh, Matthew Norris, Alex Arujo, Jim Wright, COVID-19, Digital infrastructure, Chinese debt, Private markets, Net Zero, Summer School, 30Mins,
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