Infrastructure’s inflation hedge is real, yet misunderstood
Shane Hurst | ClearBridge Investments | 18 August 2022 | 0.50 CE
Infrastructure’s inflation hedge mechanisms are unique amongst real asset options but misunderstood by generalist investors. Investors grappling with allocation decisions for a future that ain’t what it used to be must understand how infrastructure’s unique inflation hedge characteristics protect companies and investors while allowing a tailwind of asset base growth to drive long-term total returns.
Presentation (32 mins) | Slides
Podcast (32 mins)