The infrastructure outlook: Hidden opportunities, real risks
About this episode
The episode discusses the current infrastructure outlook, exploring investment opportunities and risks in a volatile market.
In today’s uncertain environment, is infrastructure still a safe haven? In this compelling conversation, Rebecca Hiscock-Croft, Investment Director with Magellan’s Infrastructure team, speaks with Portfolio Managers Ofer Karliner, Ben McVicar and David Costello about how they’re navigating market volatility. They explore where they see compelling value and structural growth in infrastructure and what they view as key risks, including richly valued US merchant power names tethered to the AI boom. https://magellaninvestmentpartners.com/ Related insights: https://magellaninvestmentpartners.com/insights/us-railroad-shake-up-inside-americas-biggest-deal-of-the-year/
People in this episode
Guests: Rebecca Hiscock-Croft, Ofer Karliner, Ben McVicar, David Costello
Topics covered
- infrastructure
- market volatility
- investment opportunities
- risk assessment
- US power market
- AI impact
Mentioned in this episode
Organizations: Magellan Asset Management, US merchant power, AI
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