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Opportunities in listed infrastructure

Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on the future for global infrastructure.

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Global Portfolio Manager and Chief Investment Officer, Sarah Shaw, shares her thoughts on: 

  • what’s ahead for global infrastructure, and why it’s an asset class for all stages of the market cycle
  • why the emergence of the middle class in developing economies is a key theme for global infrastructure, and
  • what’s ahead for infrastructure in 2019, and why the team see the rise of populism as the biggest threat.

 

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