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Not only is global infrastructure the backbone of modern society, it's also a compelling long-term investment opportunity. In this episode we’re joined by Sarah Lau, GLI Portfolio Manager at Resolution Capital to dive deep into the world of global listed infrastructure.
We unpack what this asset class is, why it's becoming increasingly relevant in today’s markets, and how investors can gain exposure to it. Sarah shares Rescap’s unique approach to portfolio construction, insights on key themes like energy transition and mobility and what she’s watching in the space for 2025 and beyond.
Whether you’re looking for steady yield, inflation protection, or exposure to the world’s essential assets—this episode will give you a clear roadmap.
Investor Day link: https://www.asx.com.au/investor-day
Not only is global infrastructure the backbone of modern society, it's also a compelling long-term investment opportunity. In this episode we’re joined by Sarah Lau, GLI Portfolio Manager at Resolution Capital to dive deep into the world of global listed infrastructure.
We unpack what this asset class is, why it's becoming increasingly relevant in today’s markets, and how investors can gain exposure to it. Sarah shares Rescap’s unique approach to portfolio construction, insights on key themes like energy transition and mobility and what she’s watching in the space for 2025 and beyond.
Whether you’re looking for steady yield, inflation protection, or exposure to the world’s essential assets—this episode will give you a clear roadmap.
Investor Day link: https://www.asx.com.au/investor-day
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