global infrastructure

• Allocating to property and infrastructure

  William Morgan (Atrium Investment Management) and Matt Swieconek (Findex) share their thoughts on using illiquid assets, such as property and infrastructure, as part of an allocation within a portfolio.

• Can infrastructure protect against persistent inflation?

  John Julian (Dexus Infrastructure) and David Blunt (Perpetual Private) explain how infrastructure investments can be viewed as an effective inflation hedge for portfolios, as well as potentially an inflation protection on earnings.

   

• Global Infrastructure: Building for the future

  Mega themes – such as decarbonisation, digitalisation and transport mobility – all require heavy investment into new and existing infrastructure. Justin Lannen (Maple-Brown Abbott) discusses which investments are poised to benefit from these trends

   

• Infrastructure: A pathway of growth and returns

  Infrastructure — both listed and unlisted — is well positioned to tap into emerging investment themes and opportunities, says Justin Lannen (Maple-Brown Abbott) and Mark Murray (Mercer).

• Mega funds: Do they offer ideas for private investors?

  Mega funds, like the Future Fund, are accessing a variety of illiquid asset classes and benefiting from the illiquidity premium. Michael Karagianis (JANA Investment Advisers), David Blunt (Perpetual Private), and James Edmonds (Praemium) discuss the opportunities available to retail investors with alternatives.

   

• Structural themes benefit real assets

  Mary Power (JANA Investment Advisers) and Shane Hurst (ClearBridge Investments) provide their thoughts on property and infrastructure, including the opportunities these assets provide for investors.