What Are Infrastructure Assets?
In this video, Charles Hamey, portfolio manager at ClearBridge Investments, discusses the valuation of infrastructure assets in the current environment. He mentions the positive impact of vaccine announcements on global equity markets and the potential for economic growth. This growth will likely benefit cyclical areas. Hamey acknowledges the challenges posed by the second wave of infections and mobility restrictions. At the same time, he emphasizes the long-term attractiveness of infrastructure assets. Video Source He believes that these assets will be…