Post by Magellan Investment Partners

Co-Head of Infrastructure and Portfolio Manager Ofer Karliner provides an update on Global listed infrastructure following a volatile start to the year. He covers recent performance drivers and market dynamics, the impact of macro events on infrastructure assets and where short-term disruption has emerged. He highlights the key risks and opportunities ahead and how the portfolio is positioned to capture long-term structural growth. Access our quarterly strategy updates: https://lnkd.in/gr5eKsAJ #Infrastructure #Investing #ListedInfrastructure

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