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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