Pro-active investors can manage infrastructure disruption

Peter Meany | First Sentier Investors | 21 August 2019 | 0.50 CE

Investors with the vision to allocate to a well-defined infrastructure portfolio have been rewarded with exceptional risk-adjusted returns over the last decade. Future return expectations are less clear due to disruptive forces, ranging from renewable and autonomous technologies to polar politics and un-social media. Managing these risks requires an unrelenting fo...