Infrastructure | Masterclass

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  • 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:

  1. The outlook for transport infrastructure in the wake of the Covid pandemic
  2. How much inflation-protection is built into the asset class
  3. The rise of digital infrastructure - the tailwinds and the headwinds
Channel: Masterclass
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