January 18, 2024

Episode 195: Infrastructure Equity with Manulife’s John Anderson

31 minutes

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley discusses infrastructure equity with John Anderson, Global Head of Corporate Finance and Infrastructure at Manulife Investment Management and John Hancock Life Insurance. John shares his unique perspective, having experience on both the asset management and operating sides of the insurance business. Together, they explore the role of infrastructure equity in insurance portfolios, highlighting its potential for resilient returns and low volatility, especially during economic downturns.

John delves into the different ways to invest in infrastructure equity, offering insights into regional versus global strategies and the varying risk-return profiles within the asset class. He also addresses the challenges posed by high capital charges and explains how Manulife’s Infrastructure Investment Program has evolved over the years to meet these challenges while delivering value to both the general account and third-party investors.

Listeners will gain an understanding of how infrastructure equity can provide diversification and stable cash flows within insurance portfolios, as well as the impact of the Inflation Reduction Act on renewable energy investments. John’s thoughtful reflections on the industry and his career provide valuable takeaways for anyone interested in insurance asset management.

...more