36. What do politics, magnetic levitation and lights have in common?

From turning the lights on, to driving a car or catching a train, infrastructure is a fundamental part of our everyday lives. Peter Meany has run this fund since launch in 2007. In this podcast he talks to us about investing in different types of infrastructure: utilities and the risk of politics, bullet trains and magnetic levitation, and how he’s taking advantage of the roll-out of 5G.
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Infrastructure is simple to understand and it is resilient: we need it no matter what else is going on in the economy. It also has pricing power, can be linked to inflation and, over the long term, has delivered healthy returns. First State has been one of the pioneers in providing access to this asset class. First State Global Listed Infrastructure fund invests in ‘hard’ infrastructure, via listed companies that own the assets.

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The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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