Is it Time to Buy Airports and Toll Road Companies?

By Magellan Asset Management | More Articles by Magellan Asset Management

Pockets of the listed infrastructure sector have been hit hard by the global pandemic. Airports and toll roads have seen a large reduction in traffic. In this video, Infrastructure Portfolio Manager Ofer Karliner provides an outlook on the sectors and the stocks within their portfolios as the vaccine roll out continues globally.

Another hot topic for 2021 is the investment in renewable energy. Ofer addresses where we see opportunities developing in this area.