Are infrastructure stocks overvalued?

Magellan Asset Management

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.


Magellan Asset Management

Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.

Expertise

infrastructure valuation sovereign risk ASX:MICH

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