Relative Return: Why this is an exciting time for infrastructure
In this week’s episode of Relative Return, host Phil Tarrant speaks to Shane Hurst, Managing Director and Senior Portfolio Manager at ClearBridge Investments, winner of this year’s Infrastructure Fund of the Year.
Listen as they discuss:
- His 20-year love of global listed infrastructure investing
- The firm’s win at this year’s Fund Manager of the Year Awards
- Why risk management is the most important factor in infrastructure investing
- How ClearBridge considers ESG and sustainability within its investment process
- Why he expects to see outperformance after a challenging year
Recommended for you
In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms.
In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear subsidiary) to discuss cash as an asset class.
In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more.
In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he’s learnt in a decade of running a firm.
Add new comment