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
AUTHOR
Laura Dew
Recommended for you
The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 million, sent shockwaves through the AI world and cratered US tech stocks.
Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean energy efforts.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention turns to what markets will do in the new year.
Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals for financial advice.
