In this anniversary episode marking 20 years of the Lazard Global Listed Infrastructure Strategy, Warryn Robertson, Portfolio Manager/Analyst, shares his core principles for successful infrastructure investing. He also addresses the current hype around AI and data centres, explaining why he believes these sectors lack the monopolistic characteristics for inflation-protected cash flows.
With three decades of experience navigating the booms, busts and market shifts of the infrastructure sector, Warryn provides valuable insights into why he believes infrastructure remains a compelling opportunity for investors, even today.
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