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With or without legislation, infrastructure's on the upswing
The NAVigator
English - January 21, 2022 14:21 - 10 minutes - 9.78 MB - ★★★★★ - 5 ratingsInvesting Business closedendfunds Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Cliffwater's Condrell: Middle-market credits smooth portfolio returns
Connie Luecke, senior portfolio manager for Duff and Phelps Investment Management and chief investment officer of the DNP Select Income Fund says that the recently passed infrastructure bill -- plus the potential for elements of the Build Back Better bill to be broken out and passed -- should provide a business boost to energy and utility companies, communications firms and more, but she also explains why legislation isn't the only reason why infrastructure is poised to be a strong sector in the post-pandemic recovering economy.