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 the latest episode of Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin’s volatility.
In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP’s chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what’s really driving consumer spending, and what it all means for the Reserve Bank’s next moves.
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA’s rate-cutting policy.
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.