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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.
Global Listed Infrastructure Masterclass | July 2025
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Learning: Structured
As market volatility and macro risks dominate the investor psyche, listed infrastructure is quietly building momentum. Leading specialists reveal why tariffs, trade realignment and even regulatory shifts are fuelling, not hindering, infrastructure opportunities - from UK income resilience to emerging market mega-trends.
Speakers:
- Andrew Gill, Fund Manager, TIME Investments
- Jags Walia, Head of Global Listed Infrastructure, Van Lanschot Kempen
- Ajay Dayal, Client Portfolio Manager, ClearBridge Investments
Learning Outcomes:
- The impact of tariffs and trade wars on listed infrastructure
- UK vs global portfolios: the pros and cons of investing overseas
- The outlook for rates, inflation and infrastructure income.
Please find out more about Van Lanschot Kempen's fund here: Equities | Listed Infrastructure.
