In this insightful episode of the Investment Matters podcast, Darren Connolly interviews David Costello, Portfolio Manager of the Magellan Infrastructure Fund, to explore the strategic value of listed infrastructure investments. David shares his personal journey into investing and explains how infrastructure assets, such as utilities, airports, and communications networks offer resilience, inflation protection, and diversification. He highlights powerful growth drivers, including electrification, AI-driven energy demand, and environmental regulations, particularly in sectors like electric and water utilities. The conversation also addresses common misconceptions, such as the belief that infrastructure is merely a low-growth, bond-like investment, and contrasts listed versus private infrastructure, emphasizing liquidity, diversification, and valuation advantages.
Why listen?
Investors will gain a deeper understanding of how infrastructure can enhance portfolio stability, especially during geopolitical and economic uncertainty. David’s analysis is both data-driven and accessible, making this podcast a valuable resource for anyone seeking to balance risk and growth in their investment strategy.
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Statutory Statement
The issuer of Magellan Infrastructure Fund (Currency Hedged) - Active ETF is Magellan Asset Management Limited, ABN 31 120 593 946, AFS Licence No. 304 301. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at magellangroup.com.au. Prospective investors should consider the PDS before deciding to acquire the product.
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