Infrastructure is critical to future-proofing portfolios

Nick Langley | RARE Infrastructure | 23 August 2018 | 0.50 CE

Building long-term portfolios designed to meet investors future needs and living standards requires high allocations to assets that provide: resilient corporate earnings during times of economic stress (reducing drawdown risk); low disruption risk to future business models; predictable growing dividends protected from inflation and paid throughout a cycle; and, diversification benefits to the portfoli...