Infrastructure investors are increasingly eyeing rising inflation when firming up their portfolio strategy, but is this strong-growth environment sustainable over the long-term?
Listen to Portfolio Manager Charles Hamieh from ClearBridge Investments discuss the outlook for infrastructure in a post-COVID world, inflation expectations, and the impact of inflation on the asset class.
Tune in to find out:
• Whether inflation will return to pre-COVID levels
• How various sub-sectors perform during periods of inflation
• The two things driving underperformance of global equities, and;
• ClearBridge’s advice to investors in the current climate
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