Franklin Templeton: Infrastructure: why now?

Infrastructure is the life blood of economies. The desire for better, faster and cleaner is only accelerating due to the trends of decarbonisation, growing electricity demand and digitalization, which look set to remain long into the future. In addition, the consensus believes that economies have reached peak interest rates and any moderation of rates is likely to be an additional tailwind for higher duration infrastructure businesses. After a modest 18 months in the infrastructure landscape, we think these factors make infrastructure an attractive opportunity now. Join Charles Hamieh, portfolio manager, and Ajay Dayal, client portfolio manager, as they answer the following:

• What trends are dramatically changing the growth trajectory of infrastructure businesses?
• How can the nature of infrastructure assets mean they are less volatile and better inflation protected than traditional equities?
• Why could falling interest rates be beneficial for infrastructure?
• What are the attractions of investing in an open-ended global listed infrastructure fund vs an investment trust?

Date and time: Tuesday, 4 June 2024   9:30 AM BST

Registration Link:  here