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Market Thinkers with Gerald Stack, Portfolio Manager at Magellan
Manage episode 331518817 series 3361535
Вміст надано Wattle Partners. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Wattle Partners або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Has COVID-19 changed the way we live and work forever? Many parts of our daily lives will change. Be it working from home more, reducing travel or changing the way we consume goods and spend our time. This will have far reaching implications for the economy, but particularly traditional infrastructure assets like airports and toll roads. Yet with change comes opportunity. The way we consume energy, purchase goods and interact with each other has evolved much quicker than anyone expected. In this session, we will discuss the outlook for traditional infrastructure assets including electricity grids, power generation and transport and outline why telecommunications (including 5G) and renewable energy assets warrant further consideration.
The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
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