Relative Return: Flying high with infrastructure investment

16 November 2023
| By Laura Dew |
image
image
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:

AUTHOR

COMMENTS

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

Recommended for you

subscribe

Stay up to date with Australia’s top news and information source for the wealth management industry

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Remus_au

Absolutely agree with you on this Les. That's how I see it too. The client facing "new" SOA document might shrink down a...

1 day ago
Stephen Eedy

Most advisers are now degree-qualified with many years of actual practical industry experience, and are fully-qualified ...

1 day ago
Dominic Widlake

This is all so ridiculous. I have 33 years experience, and have studied hard over the last 4 years to obtain the gov...

1 day ago

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

5 months 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. ...

4 months 3 weeks ago

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

5 months ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND