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"Essential" assets that probably belong in your portfolio

Whether you’re looking to branch out into equities after holding a heavy focus on fixed-income, or want to “de-risk” your existing stock exposures, infrastructure assets have a role to play in all balanced portfolios.

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In this episode of Expert Insights from Livewire, Sarah Shaw lists four things her team looks for in listed infrastructure assets and explains what the return of inflation means for the sector. She also details her belief that nothing is “structurally broken” about airports or other parts of the thematic that have been knocked so hard since March 2020.
 

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