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Margin Call
8 mins to read
3

Infrastructure: Inflation vaccine and green machine?

ANALYSIS: Sustainable global infrastructure investment is a valuable addition to all-weather portfolio.

Greg Fleming
 Tue, 14 Sep 2021

ANALYSIS:

Notes to begin:

  • Inflation-linked revenues in the sector help defend against effects of global stimulus policies and price rises.
  • Infrastructure’s equity market performance lag due to Covid impacts means there is better value to be found there than in other richly priced

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Greg Fleming
 Tue, 14 Sep 2021
© All content copyright NBR. Do not reproduce in any form without permission, even if you have a paid subscription.
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Margin Call Greg Fleming Investment
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