Relative Return: Flying high with infrastructure investment
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.
AUTHOR
Laura Dew
Recommended for you
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year.
In this episode of Relative Return Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese’s trip to the US and the critical minerals deal stemming from his meeting with President Donald Trump.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut, as well as how the latest flare-up in the ongoing US–China trade dispute has highlighted the remaining disparity between gold and bitcoin.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices.
