Infrastructure Insights Video

Infrastructure Opportunities Amid Uncertainty

Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance with Head of Infrastructure Business Development, Matt Bushby. 

Nick explains how the inflation pass through some infrastructure companies has resulted in an uptick of their earnings and outlines how stabilising real yields and strong company fundamentals are generally improving the outlook for the infrastructure asset class.

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Infrastructure Insights Video
Valuation of Infrastructure Assets Q4 2024

Valuation of Infrastructure Assets Q4 2024

In our latest Valuation update, Portfolio Manager, Daniel Chu, discusses trends affecting infrastructure sector performance and reviews current valuations.

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