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Infrastructure Update: A Rebound for User Pays?
Authentically Active: The ClearBridge Podcast
English - June 01, 2020 18:20 - 9 minutes - 10.4 MB - ★★★★★ - 5 ratingsInvesting Business clearbridge investments stocks stock mutual funds separately managed accounts smas Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Why Are Markets & the Economy Sending Conflicting Signals?
Next Episode: Seeking Value from a Position of Strength
Senior Portfolio Manager Charles Hamieh at RARE Infrastructure joins RARE Head of Global Distribution Matt Bushby to discuss the drivers behind a return for user pays infrastructure assets such as toll roads and airports in May, how he has been finding attractive entry points to high-quality, long-duration infrastructure assets lately and the overall role of infrastructure in investors' portfolios in the current environment.