Relative Return: Why this is an exciting time for infrastructure



In this week’s episode of Relative Return, host Phil Tarrant speaks to Shane Hurst, Managing Director and Senior Portfolio Manager at ClearBridge Investments, winner of this year’s Infrastructure Fund of the Year.
Listen as they discuss:
- His 20-year love of global listed infrastructure investing
- The firm’s win at this year’s Fund Manager of the Year Awards
- Why risk management is the most important factor in infrastructure investing
- How ClearBridge considers ESG and sustainability within its investment process
- Why he expects to see outperformance after a challenging year
Recommended for you
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank’s latest rate cut call, the factors influencing the unanimous decision, and what economists expect from the rest of the year.
In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad support for a more comprehensive tax reform discussion at the Treasurer’s economic roundtable.
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to discuss Australia’s stagnating productivity ahead of the government’s economic reform roundtable, and how picking all the “low-hanging fruit” for reform in the ’90s helped kick off a surge that has since stalled out.