Relative Return: Flying high with infrastructure investment

Podcast Relative Return

16 November 2023
| By Laura Dew |
expand image

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to John Julian, fund manager of the Dexus Core Infrastructure Fund, to discuss infrastructure opportunities and the outlook for real assets.

Listen as they discuss:

  • The risk and return drivers of infrastructure.
  • Why Melbourne Airport has been a strong performer despite lockdowns.
  • How infrastructure can provide a hedge against eroding revenues.
  • Understanding the needs and concerns of advisers around investing in an illiquid asset class.
  • Positioning for a rising rate environment.

Read more about:


Add new comment

The content of this field is kept private and will not be shown publicly.

Recommended for you



sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days 22 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days 22 hours ago

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago