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PORTFOLIOCONSTRUCTION CONFERENCE: Infrastructure
After more than a decade of benign conditions, there is a very real prospect that the world will experience a resurgence of inflation driven by record high oil and food prices.
At this year’s PortfolioConstruction Conference (August 27-28), Dennis Eagar, portfolio manager with Magellan Asset Management, will present a research paper illustrating why the infrastructure asset class provides a safe haven in inflationary periods. He’ll show that:
– many infrastructure assets have natural inflation hedges through direct contractual linkages of their pricing to inflation;
– price elasticity of demand for infrastructure is very low;
– globally, most infrastructure assets have high levels of interest rate hedging; and
– inflationary impacts on operating costs are muted relative to most other industries.
Research papers from the PortfolioConstruction Conference will be available in the August edition of Money Management
’
s Technical Adviser.
Now in its seventh year, PortfolioConstruction Conference has earned a reputation as the investment conference of the year. To register, go to http://www.PortfolioConstruction.com.au/Conference
21 July 2008
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