Managed by Alex Araujo, the M&G Global Listed Infrastructure fund looks for a balance of growth and income from three key areas of the sector: economic, social and ‘evolving’ infrastructure. This covers traditional areas like toll roads and utilities to more modern infrastructure themes such as payment companies and data centres – differentiating the fund against its peers. The final portfolio will consist off between 40-50 holdings and aims to yield between 3-4 per cent.
What’s covered in this podcast:
- Investing in infrastructure businesses taking advantage of rising energy prices [0:20]
- The recovery trade in transportation holdings and his concerns about what the airport industry looks like in the future [4:05]
- How Covid has caused a paradigm shift in flexible working and how it has seen digital infrastructure replace the need for transportation infrastructure [5:18]
- Tapping into transactional infrastructure through the Visa and Mastercard oligopoly [7:05]
- Why the fund accesses data centres and railways infrastructure – rather than logistics and warehouses – as a way to tap into the growing e-commerce trend [8:50]
- The rise of evolving infrastructure and why blockchain, crypto and healthcare will all soon become a major part of this trend of needing physical networks and data centers to operate [10:17]
- Why the next generation of utilities’ companies offer the most exciting opportunities in the asset class [12:27]
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