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.

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).

In a wide ranging discussion on real assets at the 2022 IMAP Portfolio Management Conference, John Julian (AMP Capital) and Dan Cave (Zenith Investment Partners) consider the role of infrastructure in portfolios, particularly as a defence against inflation.

Nick Schoenmaker (Drummond Capital Partners), Rob da Silva (da Silva Consulting), Rafio Khan (Innova Asset Management), and Nick Langley (ClearBridge Investments) discuss the opportunities available to investors with infrastructure

Global equities are one of the key drivers of returns for managed account portfolios, but at a time when global indices are down around 20 per cent year-to-date, managing this part of the portfolio is particularly challenging. Andy Gardner (Fiera Atlas Global Companies), Alex Ventelon (Morgan Stanley), and Daniel Stojanovski (Centrepoint Alliance) discuss their approach to navigating uncertainty with this asset class.

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.

As global economies go through unparalleled development surges, infrastructure is playing an increasingly important part in the overall diversification of portfolios. John Julian (AMP Capital), Chris McAlpine (Context Capital Consulting), Tim Murphy (Morningstar), and Trent Koch (First Sentier Investors) discuss the challenges and opportunities of real assets.