18 min
InvestorDaily Uncut: Exploring the strategic value of infrastructure investments with John Julian Financial Services Podcast Network
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- Investing
In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments.
Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function.
In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability.
The pair discuss:
The defensive characteristics of infrastructure investments, which include consistent returns with low volatility, long-term income yields with inflation protection, and diversification benefits. How investors can approach infrastructure investment through direct investments in unlisted assets or via listed infrastructure securities, each offering unique advantages and challenges. The emerging trends in infrastructure investment, such as evolving definitions of infrastructure assets. Optimism about the resilience of infrastructure investments in the face of economic volatility.
In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments.
Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function.
In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability.
The pair discuss:
The defensive characteristics of infrastructure investments, which include consistent returns with low volatility, long-term income yields with inflation protection, and diversification benefits. How investors can approach infrastructure investment through direct investments in unlisted assets or via listed infrastructure securities, each offering unique advantages and challenges. The emerging trends in infrastructure investment, such as evolving definitions of infrastructure assets. Optimism about the resilience of infrastructure investments in the face of economic volatility.
18 min