Information for advice professionals only.
In this third instalment of Invest Talk, Paul Trainor chats all things infrastructure with Ben McVicar, Portfolio Manager for the Magellan Infrastructure fund. In reflecting upon the current macro environment of fiscal stimulus and inflationary expectations, Paul & Ben discuss how Magellan’s framework around infrastructure investing changed during this time of COVID and explore opportunities that may emerge.
You can also access this podcast via Soundcloud.
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