Investment Magazine: Redefining the infrastructure universe, valuation risks and the impact of the macroeconomic cycle
Update: 2020-09-17
Description
Investment Magazine's Alex Proimos speaks with RARE's Co-Founder and Senior Portfolio Manager Nick Langley, on the evolution and breadth of the global infrastructure universe. This episode also discusses the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing.
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