Ben McVicar and Ofer Karliner, two of Magellan’s Infrastructure Portfolio mangers discuss what issues are facing the infrastructure sector at the moment and what opportunities line ahead. They cover everything from the rising cost of living and how utilities with be impacted by this, the outlook for toll roads and airports and finally they discuss the shift to electric vehicles and what need so happen for the grid to be able to support this shift.
Opportunities in Infrastructure Investing – July 2023
Investment Objectives:
To achieve attractive risk adjusted returns over the medium to long-term; and
While reducing the risk of permanent capital loss.
- Published on August 1, 2023
- By Magellan Asset Management
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