The Impact of Recession Risks on Infrastructure Portfolios
Authentically Active: The ClearBridge Podcast
English - July 07, 2022 18:48 - 13 minutes - 12.6 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
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Portfolio Manager Charles Hamieh breaks down how infrastructure acts as a pass-through for inflation and rising rates, what separates it from commodities and real estate in its ability to provide inflation protection, and where he sees opportunities in infrastructure asset class.