Are infrastructure stocks overvalued?
Portfolio Manager Gerald Stack discusses the role that sovereign risk plays when selecting infrastructure stocks, US President Donald Trump’s proposed plans for infrastructure and whether the rally in infrastructure stocks is stretching valuations.
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Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise in global equity, global listed infrastructure, Australian equity, and systematic investing strategies.
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Magellan
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
Magellan
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
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