Portfolio Manager Charles Hamieh joins Matt Bushby for a discussion of how the team analyses the return profiles of infrastructure companies across the globe, from user-pays assets such as rails and airports to regulated utilities.
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How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—it will reward resilience, according to Franklin Real Assets.
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